Senior, Indirect Tax - Premium Tax
About The Position
As a Premium Tax professional, you will support insurance premium tax compliance activities across multiple jurisdictions. You will apply premium tax technical knowledge, use Premium Pro compliance software, and collaborate with clients and internal teams to deliver accurate, timely, and high-quality work. As a Senior in Premium Tax, you’ll help insurance clients manage premium tax obligations, reduce compliance risk, and improve the efficiency of their tax operations. Your combination of technical knowledge, technology experience, and attention to detail will contribute directly to high-quality client delivery.
Requirements
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
- Bachelor’s degree in Accounting, Finance, Taxation, Business, or a related field
- 3+ years of experience in insurance premium tax compliance or a related tax function
- Hands-on experience using Premium Pro.
- Working knowledge of premium tax compliance processes and filing requirements.
- Strong analytical, research, reconciliation, and problem-solving skills.
- Proficiency with Microsoft Excel.
- Ability to manage multiple deadlines while maintaining accuracy.
- Limited immigration sponsorship may be available
- Ability to travel 10%, on average based on the work you do and the clients and industries/sectors you serve
- One of the following active accreditations obtained, in process of willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent
Nice To Haves
- Strong written and verbal communication skills.
- Experience with multi-state or multi-jurisdiction premium tax filings.
- Familiarity with insurance accounting, written premiums, admitted and non-admitted business, or surplus lines.
- Experience responding to taxing authority notices or supporting premium tax audits.
- CPA, insurance tax certification, or progress toward a relevant credential.
- Experience improving compliance processes or implementing tax technology.
Responsibilities
- Preparing, reviewing, and filing insurance premium tax returns.
- Calculating premium taxes, assessments, fees, and related payments.
- Using Premium Pro to prepare filings, manage compliance data, and generate reports.
- Reconciling tax workpapers to financial, policy, and premium data.
- Researching premium tax rules, filing requirements, exemptions, credits, and apportionment matters.
- Monitoring filing calendars and managing competing deadlines.
- Responding to tax authority notices and information requests.
- Preparing well-organized workpapers supporting calculations and filing positions.
- Identifying data issues, compliance risks, and process improvements.
- Collaborating with clients, tax professionals, accounting teams, and engagement leaders.
- Supporting premium tax audits, special projects, technology implementations, and process improvement initiatives.
Benefits
- Discretionary annual incentive program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
