US Indirect Tax processes

Overview

This role involves end-to-end expertise in US Indirect Tax processes for an insurance client. Responsibilities include reviewing premium tax filings, reconciling and validating entries, managing e-filing and payments, conducting transaction testing, and supporting audit readiness.

Responsibilities

• Review annual premium tax returns, estimates, and other miscellaneous filings for US-based entities.
• Review monthly reconciliations and journal entries.
• Review filings prepared by other team members for accuracy, completeness, and technical proficiency.
• Prepare and submit e-filings of returns via OPTins and make required payments to state authorities.
• Perform transaction testing for five types of transactions: New Business, Renewal, Reinstatement, Cancellation, and Endorsement, using required applications.
• Prepare federal and state workpapers for tax returns and extensions using primary data provided by the client.
• Prepare federal, state, and local tax returns (and extensions) for US-based Partnerships, Corporations, and S. Corporations using software such as GoSystem and OneSource.
• Create e-file XMLs of returns on IRS-approved platforms/software/applications.
• Perform research on open items and resolve them in a timely manner.
• Assist with internal reports, support audits, and report deficiencies to the offshore team.
• Provide support to onshore team members during tax audits as they arise.
• Coordinate within the team for training, resolving complex issues, and seeking guidance as needed.

Requirements

• In-depth knowledge of US Indirect Tax processes.
• Advanced Excel skills.
• Hands-on experience with administrative systems.
• Proficient in Financial Accounting & Reporting, Taxation & Compliance, Financial Analysis, and Client Engagement.
• Experience working with ERP systems, preferably Workday and Blackline.

Compensation & Benefits

Not specified.

Location

• US Remote