Tax Analyst

Job Description

As an Insurance Underwriter, you will evaluate and analyze insurance applications to determine the risk and exposure involved. You will collaborate with agents and clients to provide high-quality insurance solutions that meet their needs.

Responsibilities

• Ensure compliance with federal and state tax laws.
• Assist clients with tax planning strategies to minimize tax liabilities.
• Conduct tax research and prepare position papers on tax issues.
• Educate clients on tax procedures and compliance requirements.
• Proactively identify areas for process improvement.

Requirements

Education

• Bachelor's degree in Accounting or Finance
• Master's in Taxation preferred

Experience

• 2-4 years in public accounting or tax consulting

Technical Skills

• Excel Proficiency
• Tax Research Skills

Soft Skills

• Detail-Oriented
• Teamwork

Certifications

• Chartered Accountant (CA)
• Certified Management Accountant (CMA)

Languages

• English: Fluent

Advantageous

• Experience in tax technology implementation.: Knowledge of integrating technology solutions for tax compliance.
• Advanced Excel and data analysis skills.: Proficiency in Excel for handling complex financial datasets.

Benefits

• Health, dental, and vision insurance
• 401(k) plan with company matching contributions
• Flexible work hours with options for remote work
• Generous paid time off policy

Company Culture

• Innovation: We embrace innovation and encourage creative thinking.
• Ethical Standards: We uphold the highest ethical standards and integrity in all dealings.
• Commitment to Community: We are committed to giving back to our community and engaging in charitable activities.