Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Analyst Taxation is responsible for the preparation of state tax filings for assigned entities. The role is also responsible for state tax accruals, coordinating and responding to tax controversy matters, including state tax examinations and notice responses, assisting with insurance tax, and documenting significant tax positions. The role will require coordination and communication with other departments across the business.

What you will do:

• Prepare quarterly and annual state income/franchise tax filings
• Assist with quarterly premium tax estimates and annual premium tax return calculations and payments
• Manage indirect tax calculations and related tax filings
• Prepare premium tax accruals and assist with review of income tax accruals
• Analyze data throughout the preparation and/or review processes
• Assist with state tax examination and notice responses, including tracking, response research, coordination, and formulation
• Document significant tax positions and prepare workpapers supporting tax filings and income tax accruals
• Participate in budgeting process and preparation of tax related financial projections
• Communicate and coordinate with other departments across the business and with state auditors and service providers
• Manage and track tax payments and refunds
• Ad hoc tax research and documentation
• Special projects, administrative functions related to the above responsibilities, and all other duties as assigned

What you will bring:

• Bachelor of Science (or equivalent) in Accounting and/or Master in Taxation
• Certified Public Accountant (CPA) certification, preferred
• Two years of tax return compliance
• At least one year of experience in accounting for income taxes (either IFRS or US GAAP)
• Proficient in Microsoft Office applications (Word, Excel, etc.)

What will set you apart:

• SAP and/or Corptax experience, preferred
• Execution orientated; results driven cross-functional approach
• Excellent interpersonal and organizational skills
• Strong verbal and written communication skills

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

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