Financial Analyst - Tax (Open to hiring Sr. Financial Analyst)

Wellmark-Blue-Cross-and-Blue-Shiel; Des Moines (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

Wellmark Blue Cross Blue Shield is seeking a Financial Analyst - Tax to support monthly and quarterly tax computations and the preparation of federal, state, and non-income tax returns. The role emphasizes accuracy, confidentiality, and collaboration with Finance, Actuary, and Underwriting teams.

The candidate should have a accounting background, CPA-eligible status, and proficiency with MS Office including advanced features.

Qualifications

• Bachelor's degree in Accounting required.
• 1 year of accounting/finance experience or internships.
• Knowledge of GAAP and corporate federal income tax rules.
• CPA exam eligibility expected.
• Strong verbal and written communication and relationship-building.
• Proficient with Microsoft Office; ability to learn new tools quickly.
• Curiosity and continuous learning mindset.
• Ability to work independently and on teams with confidentiality.

Responsibilities

• Compile, document, and analyze tax provisions and tax returns.
• Handle monthly and quarterly tax computations and disclosures.
• Prepare federal, state, and non-income tax returns.
• Support Wellmark's tax compliance and reporting processes.
• Create clear, error-free memos and spreadsheets.
• Maintain tax document archives by topic.
• Provide information for Wellsox and financial reporting.
• Ensure regulatory tax compliance and research evolving guidelines.
• Contribute to process improvements through special projects.
• Perform other duties as assigned.

Skills

GAAP knowledge

Federal tax rules

CPA eligibility

Communication skills

MS Office (Copilot)

Analytical skills

Attention to detail

Team collaboration

Education

Bachelor's in Accounting

Tools

Microsoft Office

Copilot

Job description

Financial Analyst - Tax (Open to hiring Sr. Financial Analyst)

• Full-time
• Department: Finance | Actuary | Underwriting
• Pay Grade: 19

Why Wellmark?

Contribute to the achievement of corporate and team objectives by utilizing accounting, technology, and research skills to efficiently calculate, process, and analyze tax provisions and tax returns. Responsible for monthly and quarterly tax computations, related disclosures and the preparation of tax returns including federal, state, and non-income tax returns.

Required:

• Bachelor's degree in Accounting.
• Minimum of 1 year of experience in Accounting/Finance, including internships.
• Knowledge and understanding of GAAP and federal income tax rules for corporations.
• Certified Public Accountant (CPA) exam eligible.
• Demonstrates effective verbal and written communication skills, with the ability to collaborate and build effective relationships.
• Strong technical acumen, with demonstrated experience in Microsoft Office applications, including Copilot, and the ability to learn new processes quickly.
• Strong intellectual curiosity and a general drive for continuous learning and growth.
• Demonstrated ability to work under pressure to meet timeliness and accuracy guidelines and actively protect confidential information and data.
• Ability to work independently and cooperatively on teams, maintaining positive relations with customers.
• Strong attention to detail.
• Demonstrates analytical and research skills, including ability to recognize inconsistencies and come to a conclusion.

Preferred:

• Knowledge and understanding of Statutory accounting rules for insurance companies.

Job Responsibilities

• a. Compile, document, and explain the details of differences between book and taxable income.
• b. Prepare premium tax returns, analyze, and report the data.
• c. Calculate monthly, quarterly, and annual tax computations with direction, as assigned.
• d. Prepare federal and state income tax returns, along with other non-income tax returns by compiling data, completing analyses, and submitting for additional review.
• e. Prepare and/or create error free documents and materials in a timely manner for internal/external communications, which may include creating spreadsheets and drafting technical memos.
• f. Maintain historical files of tax documents by topic.
• g. Provide information as needed for Wellsox and for financial reporting.
• h. Ensure compliance with tax regulatory requirements and disclosures by proactively researching and following regulatory guidelines.
• i. Perform comprehensive research projects and special projects to improve work process efficiency.
• j. Other duties as assigned.

An Equal Opportunity Employer

The policy of Wellmark Blue Cross Blue Shield is to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law.

Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact us at [emailprotected]

At this time, Wellmark is not considering applicants for this position that require any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please refer to the following resources:Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Wellmark supports and expects the responsible use of AI for our workforce! We welcome the responsible use of these tools by job seekers as well and are interested in learning from you; you will have an opportunity in the application process to share which tools you used and how you applied them.