Senior State & Local Tax Accountant

Saved job description

Overview

The complete Western & Southern Financial Group Tax function is currently managed externally. The Senior State & Local Tax Accountant will support the W&SFG state and local tax compliance and reporting, including income/franchise, premium, sales and use, and property tax matters. The position coordinates the day-to-day compliance process, reviews externally prepared work, provides supporting data, resolves routine questions, assists with audits and notices, performs tax research and account analysis, and escalates significant or judgmental matters to Tax management.

Responsibilities

What you will do:

Coordinates all state and local returns for Western & Southern Financial Group to include all life and non-life subsidiaries, including the State Premium, Income/Franchise and Sales and Use Tax Returns, all non-life State Income/Franchise and Property Tax Returns.

Supports and coordinates notices and inquiries, including information gathering, response preparation, issue tracking and communication with taxing authorities and external advisors.

Coordinates sales and use and property tax compliance with internal teams and external service providers and reviews related filings, payments and account reconciliations.

Supports and coordinates state and local tax audits for the Enterprise.

Performs other duties as assigned.

Complies with all policies and standards.

Qualifications

Bachelor's Degree Accounting - Required

Experience preparing and managing the preparation of state and local tax returns for C-Corporations, partnerships, large and small corporations, consolidated groups, etc., in a corporate tax or public accounting firm. - Required

Insurance State and/or Premium Tax Experience - Preferred

Demonstrated understanding of the functions of GAAP, statutory and income tax accounting principles and the application of those principles to tax and accounting matters. - Preferred

Demonstrated knowledge and understanding of key elements of financial statements and reports, such as balance sheets, income statements and cash-flow statements. - Required

Demonstrated strong verbal and written communication skills, including the ability to explain detailed tax matters clearly and concisely to tax and non-tax professionals. - Required

Demonstrated ability to perform tax research and position statements. - Preferred

Proven ability to coordinate multiple projects/assignments simultaneously, and completing assigned tasks accurately and on a timely basis. - Required

Demonstrated strong attention to detail and organizational skills. - Required

Demonstrated ability to organize, prioritize and manage competing deadlines and workload demands. - Required

Demonstrate ability to coordinate tax projects and process-improvement initiatives from planning through completion. - Required

Demonstrated ability to present tax matters and project updates to audiences with varying levels of tax knowledge. - Preferred

Demonstrated in-depth knowledge and use of multiple research resources. - Preferred

Proven experience working independently where independent decision-making and initiative were demonstrated. - Required

Demonstrated ability to analyze tax issues, identify practical solutions and develop recommendations for management review. - Preferred

Demonstrated ability to work collaboratively with internal teams and external service providers. - Preferred

Ability to serve as a technical resource, share knowledge and assist with training or guidance as needed. - Required

Certified Public Accountant (CPA) - Preferred

Work Setting/Position Demands:

Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.

Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.

Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.

Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.

Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions

Performs substantial movement of wrists, hands, and fingers for continuous computer work.

Extended hours required during peak workloads or special projects/events.

Travel Requirements:

None