Accountant, Tax

Overview

This role involves preparing, filing, analyzing, and accounting for various State and Local tax filings, including premium taxes, municipal taxes, guaranty fund assessments, use taxes, property taxes, and other insurance-related tax matters. The position ensures compliance with applicable tax regulations and financial reporting standards while assisting in implementing best practices to optimize the organization's tax position across multiple jurisdictions.

Responsibilities

• Assist with multi-state insurance tax compliance initiatives, including preparation and filing of state tax returns.
• Coordinate cross-functional data across finance, accounting, and operations to meet regulatory deadlines.
• Assess tax and financial statement implications of actual and proposed business activities.
• Provide recommendations to optimize tax outcomes based on analysis.
• Prepare journal entries and perform account reconciliations.
• Initiate and process state and local tax payments.
• Communicate with internal and external stakeholders regarding tax matters.
• Utilize information services and technology to conduct tax research and provide insights.
• Participate in process improvement initiatives to enhance efficiency, controls, and documentation.
• Perform other duties and special projects as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1-2 years of relevant experience in a corporate tax function or public accounting firm's tax practice.
• Familiarity with State and Local Taxes, including premium taxes.
• Experience with insurance company taxation.
• Experience with cloud-based ERP systems, preferably Workday.
• Strong proficiency in Microsoft Excel, Word, and PowerPoint.
• Ability to manage deadlines and work independently in a fast-paced, matrixed environment.
• Experience analyzing and reviewing tax law and accounting guidance with the ability to make recommendations.
• Interest or experience in process improvement and documentation.
• Good verbal communication skills and experience in technical writing.
• Ability to identify, analyze, and logically frame issues.
• Ability to work effectively in a change-oriented environment.

Preferred Qualifications

• Experience with Alteryx and/or Power BI.

Compensation & Benefits

• Salary range: $54,800 to $91,400, determined based on experience, skills, education, certifications, and geographic location.

Location

• Remote position based in Illinois (Remote-IL).