Tax Specialist

Job Description

Title: Tax Specialist

Job Summary: We are looking for a knowledgeable and detail-oriented Tax Specialist to join our team within the company. This role is responsible for preparing, reviewing, and filing various tax returns and ensuring compliance with all federal, state (including Franchise Tax Board), property and sales tax and local tax regulations. The ideal candidate will have hands on experience working with the IRS, FTB, CDFDA, controller, and other tax authorities, as well as a strong understanding of insurance-related tax requirements.

This position will report to the CFO.

• Prepare and file federal, state, and local tax returns, including income, premium, sales/use, and payroll taxes relevant to the insurance industry.
• Ensure compliance with IRS, Franchise Tax Board (FTB), sales tax, and other taxing authority requirements.
• Analyze financial data and transactions to determine appropriate tax treatment.
• Respond to tax notices, inquiries, or audit requests from government agencies.
• Maintain up-to-date knowledge of changes in tax laws and regulations affecting the insurance industry.

• Preparing tax financials for filing tax returns.
• Assist with quarterly and annual tax provisions and tax reporting requirements.
• Coordinate with external auditors and tax consultants as needed.
• Maintain accurate documentation of all tax filings, correspondence, and supporting schedules and tax forms.
• Provide tax guidance and support to internal departments regarding new products, policies, or business operations.
• Other duties assigned.

• Bachelor’s degree in Accounting, Finance, or a related field (CPA or EA designation is a plus).
• 2–5 years of tax experience, preferably within the insurance or financial services industry.
• Strong understanding of tax compliance procedures with the IRS and FTB, property tax, sales tax, and CDFDA.
• Proficiency in tax preparation software and Microsoft Excel.
• Solid knowledge of GAAP and tax accounting principles.
• Excellent attention to detail, organization, and problem‑solving skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast‑paced environment.

Bail Hotline is committed to the highest standards of integrity, reliability, and service to our community. We strive to provide excellence in customer service, with informative staff, flexible financial arrangements, and a friendly environment. Bail Hotline Bail Bonds is a bail company that operates under the same values and obligations one would expect from a loved one.