Senior State & Local Tax Accountant

Western & Southern Financial Group • Cincinnati, OH

8h • Onsite

About The Position

The Senior State & Local Tax Accountant supports Western & Southern Financial Group’s state and local tax compliance and reporting, including income/franchise, premium, sales and use, and property tax matters. The 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 state and local returns for Western & Southern Financial Group and its life and non-life subsidiaries. It also coordinates notices and inquiries, sales and use and property tax compliance, and state and local tax audits for the Enterprise. The position works in an office setting and may require extended hours during peak workloads or special projects. Travel is not required.

Requirements

• Bachelor’s degree in Accounting.
• Experience preparing and managing the preparation of state and local tax returns for C-Corporations, partnerships, large and small corporations, consolidated groups, or similar entities in a corporate tax or public accounting firm.
• Demonstrated knowledge of key 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 or assignments simultaneously and complete tasks accurately and on time.
• Strong attention to detail and organizational skills.
• Ability to organize, prioritize, and manage competing deadlines and workload demands.
• Ability to coordinate tax projects and process-improvement initiatives from planning through completion.
• Experience working independently, demonstrating independent 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.
• Understanding of GAAP, statutory, and income tax accounting principles and their application to tax and accounting matters.
• 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 and its life and non-life subsidiaries, including State Premium, Income/Franchise, Sales and Use, non-life State Income/Franchise, and Property Tax returns.
• Support and coordinate notices and inquiries, including 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, and 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.
• Comply with all policies and standards.

What This Job Offers

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