Tax Staff Accountant

Kuvare Holdings•Rosemont, IL

12d

About The Position

The Senior Tax Accountant is a hands-on role for a financial and tax professional with experience in tax compliance and GAAP/statutory tax accounting. Under the direction of the AVP, Taxation, the position is primarily responsible for accurately preparing and filing state and federal tax returns. The role also assists the AVP, Taxation in monitoring current and impending changes to tax regulations and developing tax planning strategies aligned with business objectives. The position supports quarterly and annual tax provisions, tax compliance, tax accounting matters, internal controls, risk assessments, and tax-related business decisions. It also includes administrative support for the tax department, such as handling mail, preparing correspondence and filings, maintaining files, and staffing oversight and recruiting where required.

Requirements

Significant experience (3–5+ years) in life insurance tax compliance and tax accounting.
Bachelor’s degree and CPA, or progress toward CPA, required.
Strong understanding of federal and state tax laws and regulations.
Strong understanding of GAAP and statutory accounting guidance and its practical application.
Familiarity with control design and testing.
Demonstrated ability to deliver timely results and be attentive to deadlines.
Strong organizational skills and elevated attention to detail.
Demonstrated persistence and ability to deliver results under pressure.
Excellent interpersonal, verbal communication, and proofreading skills.
Proficiency in Microsoft Office.
Ability to prioritize tasks, follow through, meet deadlines, and work independently with minimal supervision.

Nice To Haves

Advanced tax degree preferred.

Responsibilities

Assist with quarterly and annual GAAP and statutory income tax provisions and provide information supporting the financial close, including tax footnotes and disclosures.
Work with risk/actuarial, investment accounting, and operations departments to ensure tax implications are considered in current and future business decisions.
Assist with preparing and reviewing tax compliance filings, including federal and state income/franchise tax returns and premium/municipal tax returns.
Own controls and overall risk assessments required under Sarbanes-Oxley and Model Audit Rules, as applicable to tax department processes.
Monitor tax law changes and research and reach conclusions on significant tax compliance and tax accounting matters.
Manage and monitor TPA policyholder activities and matters related to tax withholding and information reporting.
Handle incoming and outgoing mail and FedEx intended for the tax department.
Prepare tax correspondence, including envelopes and labels, assemble filings, and deliver materials to the post office.
Organize and maintain files, including setting up new files and scanning documents.
Provide staffing oversight and recruiting where required.