Under direct supervision, a Tax Accountant is responsible for organizing and coordinating tax data for the accurate and timely completion of business tax returns and tax accounting duties. Analyzes and prepares complex federal, state, and local income and premium tax returns and reserves. Conducts tax research as needed while assisting with data gathering and analysis during regulatory audits.
Essential Functions (primary functions and/or reasons the job exists in order of importance)
Working under direct supervision, is responsible for organizing and coordinating tax data for the accurate and timely completion of business tax returns and tax accounting duties.
Analyzes and prepares complex annual federal, state, and local income and premium tax returns and supporting workpapers, under direct supervision.
Assists with preparation of monthly federal tax provision based on SAP and GAAP, including calculation of current income tax expense, federal tax payable, and deferred taxes.
Calculates monthly tax accruals including but not limited to: sales and use tax, income and franchise taxes, premium and municipal taxes, above the line taxes, and guaranty funds.
Assists with review and oversight of the preparation of basic monthly, quarterly, and annual compliance filings for completeness and accuracy.
Maintains and prepares monthly, quarterly, or annual account reconciliations for selected tax accounts maintained within the tax department.
Completes detailed and complex calculations with direct supervision including, but not limited to: loss reserve discounting, fixed asset depreciation, investment income, and state income tax apportionment
Performs minor bookkeeping duties including, but not limited to: posting monthly journal entries, ad hoc querying of accounts, data migration from general ledger to tax software.
As directed, performs tax research on recent tax developments and prominent legislation that may be impactful to the company and its affiliates.
Maintains ongoing maintenance, monitoring, and knowledge of SAP and GAAP accounting practices, developments, and procedures as they relate to tax.
Assists with gathering and executing document requisitions during financial audits and federal, state, and local regulatory audits.
Develops and updates process and procedure manuals for all responsible tasks.
Travels occasionally (5%) in order to participate in special assignments, training, and/or travel between office locations.
Requirements and Desired Qualifications/Experience/Certification/Education (in order of importance)
Bachelor's degree in Accounting OR Business, Finance, or related field with concentration in accounting or commensurate experience.
Minimum of 2 years of tax experience at a public accounting firm or in a corporate tax environment.
Experience with and strong knowledge of the following computer applications, including but not limited to:
MS Office Suite (Word, Excel, PowerPoint, Outlook)
PeopleSoft Financial
Premium Pro Tax Software
Corptax and/or OneSource Tax Software Suites
Proven self-starter and the ability to work independently.
Experience effectively managing multiple tasks and changing priorities
Proven ability to work under strict deadlines in a fast-paced, team environment.
Excellent oral, written, presentation and interpersonal skills.
Valid driver's license and a driving record that conforms to company standard.
Physical Requirements (specific to the role)
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing and working on a computer for extended periods of time).
Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, e-mail, etc.
Insurance plans - medical, dental, vision, flexible spending account, health savings account and more.
Dual retirement plan - 401(k) Retirement Savings Plan and Pension Plan
Paid time off: 18 days
Education Reimbursement
Location: Westfield Center, Ohio easily accessible from I-71 and I-76
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
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We are an equal opportunity employer/minority/female/disability/protected veteran.
