Accountant II - Tax Compliance

Job Title: Accountant II - Tax/Compliance

FLSA Status: Exempt

Job Family: Finance Reporting

Department: Finance Reporting

Location: Corporate Office (Fort Wayne, IN)

 

JOB SUMMARY
Responsible for analyzing, interpreting, and making decisions on a wide variety of complex federal tax and financial compliance data. Provide timely and accurate financial and tax information to management, tax authorities, regulatory agencies and auditors.

 

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prepare and review tax workpapers for insurance entities, C corporations and partnerships.
• Prepare statutory financial statement tax provisions annually and quarterly.
• Understand and interpret ASC 740 and SSAP 101 and apply to a given fact pattern.
• Prepare and/or coordinate state premium tax returns, municipal tax returns, sales and use tax filings, personal property tax returns and insurance surcharges.
• Research federal and state tax matters. Make recommendations based on analysis.
• Identify and execute efficiency and technology improvements to enhance existing tax processes.
• Assist in designing training materials.
• Respond to federal, state and local tax notices and other jurisdictional correspondence.
• Calculate tax estimates and accruals.
• Prepare or review tax journal entries.
• Complete other projects as assigned.

 

KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Demonstrate knowledge of ASC 740 and SSAP 101
• Demonstrate knowledge of insurance taxation and partnership taxation.
• Knowledge of policyholder surcharges.
• Possess data analytics and process improvement skills.
• Demonstrate knowledge of state corporate tax, premium tax and surcharges.
• Possess strong judgement and the ability to perform independent analysis.
• Demonstrate strong detail-oriented and communication skills.
• Possess strong tax and statutory accounting research abilities.
• Effectively interface with external contacts, Brotherhood employees, managers and department staff members.

 

EDUCATION AND/OR EXPERIENCE

• Must have a bachelor’s degree in accounting, finance, or business administration with a minimum of a two-year accounting emphasis.
• Must have of 2 - 3 years of insurance corporate tax experience or public accounting experience.
• Certified Public Accountant (CPA) designation is desired
• Chartered Property and Casualty Underwriter (CPCU) designation and/or Associate in Insurance Accounting and Finance (AIAF) designation is desired.
• Experience with Premium Pro, Corptax and CCH is desired.

 

Terms and Conditions

This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.