Responsibilities:
- Manage the preparation and review of the quarterly and annual federal income tax and non-federal tax provisions for financial statements.
- Prepare and file federal and state income tax returns and estimates for consolidated group. Determine taxability and treatment of items related to new subsidiaries, LLCs, etc. Calculate and record tax return true-ups and provide explanations as needed.
- Prepare annual federal income tax and non-federal tax forecasts.
- Coordinate communications with all tax authorities as required.
- Responsible for the premium tax return processes, including maintaining detail of Guaranty Fund Assessments. Will prepare premium tax returns using TriTech and Optins software.
- Coordinate and review all municipal tax filings of the company.
- Serve as Third Party Benefits subject matter expert. Includes quarterly and annual filings and responding to notices and inquiries from taxing authorities and other departments at the company.
- Prepare and e-file information returns. Serve as company contact for Puerto Rico tax issues.
- Oversee and manage the company’s reporting requirements for informational returns that include Forms 1099-R, 1099-INT, 1099-MISC, 1099-NEC (income for convention attendees, policy exchanges, surrenders, etc.) as well as all reporting requirements for Puerto Rico. Coordinate with IT and other departments in assembling the data required for 1099 reporting and the filing thereof. Lead all communication efforts with the company’s third-party service provider.
- Responsible for quarterly reporting on tax exhibits and quarterly tax estimates
- Responsible for tax budget provision and tax budget exhibits
- Perform tax research when appropriate and act as the tax expert for internal stakeholders.
| Requirements: |
| Bachelor’s Degree with a concentration in Accounting or Finance required.
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