Accountant II-Tax Compliance

Brotherhood Mutual; Fort Wayne (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Brotherhood Mutual Insurance Company is seeking an Accountant II - Tax/Compliance at our Fort Wayne corporate office. You will analyze federal tax and financial compliance data, provide timely information to management, and support auditors and authorities.

The role requires a bachelor’s in accounting/finance, 2–3 years of insurance tax experience, and knowledge of ASC 740/SSAP 101. CPCU/AIAF preferred, with experience in Premium Pro, Corptax, and CCH. On-site at Fort Wayne, IN office.

Qualifications

• Bachelor’s degree in accounting, finance, or business administration with emphasis in accounting.
• 2–3 years of insurance corporate tax experience or public accounting experience.
• Desirable CPCU and/or AIAF designation.
• Experience with Premium Pro, Corptax and CCH is preferred.

Responsibilities

• Analyze federal tax and financial compliance data for insurance entities, corporations and partnerships.
• Prepare tax workpapers and statutory tax provisions quarterly and annually.
• Apply ASC 740 and SSAP 101 to fact patterns and prepare related filings.
• Prepare state, municipal, sales/use, personal property tax returns and surcharges.
• Research federal/state tax matters and provide recommendations.
• Identify efficiency and technology improvements for tax processes.
• Respond to tax notices and correspondence from authorities.
• Calculate tax estimates and accruals; prepare tax journal entries.
• Collaborate with external contacts and internal teams on matters.
• Complete additional projects as assigned.

Skills

ASC 740 knowledge

SSAP 101 knowledge

Insurance taxation

Data analytics

Independent analysis

Communication skills

Education

Bachelor’s degree in accounting/finance/business

2–3 years insurance corporate tax experience

Tools

Premium Pro

Corptax

CCH

Job description

Job Title: Accountant II - Tax/Compliance

FLSA Status: Exempt

Job Family: Finance

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.
• 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

List Degree Requirement, Years' Experience, and Certifications

• 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.
• 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”.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.