Tax Manager - career

• Company subsidized medical with 3 plans to choose from, including annual $500-1,000 company contribution to HSA; dental and vision insurance offered;
  Flexible Spending Account
• Company paid STD, LTD, Group Life and AD&D 1.5X annual salary, optional additional life offered
• 401K:
  Company matches 100% up to 5%
• PTO 21 days, 10-11 paid holidays + personal days
• In office daily
• Great, easy going hiring manager and team who get along well, great flexibility, encourage taking time off, not overly critical and happy to help walk through training

The Premium Tax Manager will be responsible for managing premium tax compliance, reporting, and strategic planning specifically for insurance companies. The role will also provide oversight of surcharge and assessment compliance levied on insurers. The role interacts with senior level executives, so strong business and financial acumen are necessary and the capability to articulate strategy is critical. The role will be responsible for delivery and improvement on all processes and system integrations.

We are looking for a positive leader with a passion for developing people to extract their potential.

• Oversee accurate and timely preparation and filing of state premium tax returns and estimates for various entities
• Ensure state mandated assessments and surcharges are remitted to tax authorities in a timely manner while limiting the net tax impact on the business
• Serve as a primary point of contact and manage responses to inquiries and audits from state taxing authorities
• Conduct detailed tax research, staying current with changes in tax laws and industry trends, and documenting tax positions to ensure compliance
• Delivering accounting and operational support across all areas of the business
• Oversee daily/monthly/quarterly operational activities. Ensure accuracy and integrity of financial data
• Deep understanding of SOX requirements, ensure compliance in all transactions and support SOX testing request
• Provide high quality reporting and analysis to be used both internally and externally
• Develop systems, process and controls to enhance efficiency and effectiveness
• Complete ad-hoc analysis as requested by senior management
• Identify improvement opportunities in current processes. Revamp processes that need enhancement, recommend solutions and implement changes
• System-oriented. Evaluate feasibility to automate currently manual processes. Lead system implementations
• Supervise, train & develop staff, ensuring job duties are completed successfully & career progression supported
• Ability to work with other departments and collaborate outside of Finance

• Bachelor's degree in accounting or finance required; CPA preferred
• Strong knowledge of premium tax regulations, accounting principles, and insurance industry standards is essential
• 10+ years progressive accounting and 5+ years managing insurance accounting/tax teams
• Prior experience in public accounting or a publicly traded company preferred;
  insurance industry required
• Must have experience reviewing premium tax and familiarity with assessment, surcharges, duplicative tax credits
• Experience reconciling between GL balance and payments going out, getting refunds back, ensure not overaccrued
• Experience building out a team to support company growth and onboarding acquisitions
• Experience automating processes, tax forecasting, standardizing across the board, implementing best practices
• Experience communicating with state tax authorities and 3rd parties (in process of outsourcing premium tax filings with Manager review - Manager will drive that ship and fully transition to 3rd party)
• Strong communicator, friendly leader, doesn't mind getting in the weeds and doing staff level work at times
• Proficient use of Excel, preferably with experience using pivot tables and vlookups
• Self-motivated and takes initiative with ability to work independently within a team setting