Tax Staff Accountant

Kuvare•Rosemont, CA

11d

About The Position

The Senior Tax Accountant is a hands-on role for a financial and tax professional experienced in tax compliance and GAAP/statutory tax accounting. Under the direction of the AVP, Taxation, the position is primarily responsible for preparing and filing state and federal tax returns. The role also supports monitoring current and impending tax regulation changes and developing tax-planning strategies aligned with business objectives. The position may also involve administrative duties for the tax department, including handling mail and FedEx, preparing tax correspondence and deliveries, maintaining files, and providing 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 meet deadlines.
Strong organizational skills and elevated attention to detail.
Persistence and ability to deliver results under pressure.
Excellent interpersonal, verbal communication, and proofreading skills.
Proficiency in Microsoft Office.
Flexible self-starter able to prioritize tasks, follow through, and meet deadlines.
Ability to 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 supporting financial-close information, including tax footnotes and disclosures.
Work with risk/actuarial, investment accounting, operations, and other 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 involving tax withholding and information reporting.
Handle incoming and outgoing mail and FedEx intended for the tax department, as needed.
Prepare tax correspondence, including envelopes and labels, assemble filings, and make deliveries to the post office, as needed.
Organize and maintain files, including setting up new files and scanning documents, as needed.
Provide staffing oversight and recruiting where required.