Senior State & Local Tax Accountant

Western & Southern Financial Group • Cincinnati, OH

9d

About The Position

The Senior State & Local Tax Accountant supports Western & Southern Financial Group’s state and local tax compliance and reporting. The Tax function is currently managed externally, and this position coordinates day-to-day compliance, reviews externally prepared work, provides supporting data, resolves routine questions, assists with audits and notices, performs tax research and account analysis, and escalates significant or judgmental matters to Tax management.

The role coordinates tax returns and related compliance for the Group’s life and non-life subsidiaries, including state premium, income/franchise, sales and use, and property tax matters. It also supports communications with taxing authorities and external advisors, coordinates audits, and performs other assigned duties while complying with company policies and standards.

Requirements

• Bachelor’s degree in Accounting.
• Experience preparing and managing preparation of state and local tax returns for C-Corporations, partnerships, large and small corporations, consolidated groups, and similar entities in a corporate tax or public accounting firm.
• Understanding of GAAP, statutory, and income tax accounting principles and their application to tax and accounting matters.
• Knowledge of key elements of financial statements and reports, including balance sheets, income statements, and cash-flow statements.
• Strong verbal and written communication skills, including the ability to explain detailed tax matters clearly and concisely to tax and non-tax professionals.
• Ability to coordinate multiple projects and assignments simultaneously and complete tasks accurately and on time.
• Strong attention to detail and organizational skills.
• Ability to organize and prioritize work and manage competing deadlines and workload demands.
• Ability to coordinate tax projects and process-improvement initiatives from planning through completion.
• Ability to work independently and demonstrate decision-making and initiative.
• Ability to serve as a technical resource, share knowledge, and provide training or guidance as needed.

Nice To Haves

• Insurance state and/or premium tax experience.
• Ability to perform tax research and prepare position statements.
• Ability to present tax matters and project updates to audiences with varying levels of tax knowledge.
• In-depth knowledge and use of multiple research resources.
• Ability to analyze tax issues, identify practical solutions, and develop recommendations for management review.
• Ability to work collaboratively with internal teams and external service providers.
• Certified Public Accountant (CPA).

Responsibilities

• Coordinate state and local returns for Western & Southern Financial Group, including returns for all life and non-life subsidiaries.
• Coordinate State Premium, Income/Franchise, and Sales and Use Tax Returns, as well as non-life State Income/Franchise and Property Tax Returns.
• Support and coordinate notices and inquiries by gathering information, preparing responses, tracking issues, and communicating with taxing authorities and external advisors.
• Coordinate sales and use and property tax compliance with internal teams and external service providers; review related filings, payments, and account reconciliations.
• Support and coordinate state and local tax audits for the Enterprise.
• Perform tax research and account analysis, resolve routine questions, and escalate significant or judgmental matters to Tax management.
• Perform other duties as assigned and comply with all policies and standards.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior