Senior Tax Accountant

Medical Mutual; Cleveland (OH); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Laptop provided

On-site gym

On-site cafeteria

Employee discounts

Cash rewards

Job summary

Medical Mutual seeks a Senior Tax Analyst to oversee timely federal, state, and local tax compliance and provide accurate financial information for financial statements. You will analyze tax accounts using multiple applications and coordinate with corporate departments as needed.

Under minimal supervision, you will guide and coach other tax staff, assist with tax provisions, and ensure adherence to deadlines while supporting various health insurance tax-related filings and reporting requirements.

Qualifications

• Bachelor's degree in Accounting, Finance or Business Administration.
• 4 years of professional work experience preferred.
• Career-level knowledge of income tax and accounting rules.

Responsibilities

• Review general ledger accounts for accuracy and reconcile items as needed.
• Assist with preparation of federal, state, and local income tax returns and work papers.
• Gather data for quarterly and annual income tax provisions and related reporting.
• Collect, audit and consolidate data for various tax returns across Federal, State and Local.
• Coordinate filing and remittance processes for state taxes and stay updated on tax law changes.

Skills

Tax software

MS Office

Income tax knowledge

Education

Bachelor's degree in Accounting/Finance/Business

Job description

Medical Mutual employees must submit their applications through MySource.

This is a hybridremote role based out of the Brooklyn, OH office, with employees expected to work onsite on designated inoffice days each week.

Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.2 million members through our high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans.

Job Summary:

Oversees overall tax compliance by ensuring the timely filing of all federal, state and local tax returns and the timely remittance of any corresponding payments. Working under minimal supervision, provides analysis and accurate and timely financial information to ensure the accurate presentation of tax accounts in the financial statements. Uses various applications to analyze tax sensitive accounts, generate management reports and interfaces with corporate departments where necessary.

Responsibilities:

• Reviews assigned general ledger accounts ensuring the accuracy of reported balances. Researches any reconciling items and take necessary action to correct these items. Reviews period end journal entries to ensure accuracy prior to posting to G/L.
• Assists with the preparation of separate company and consolidated federal, state, and local income tax returns and supporting work papers.
• Gathers information necessary for and assists with the preparation of the quarterly and annual domestic income tax provision, effective tax rate analysis and all associated income tax accounting reporting requirements.
• Collects, audits and consolidates data required to prepare and file various Federal, State and Local tax returns.
• Assists with coordinating the process of filing and remitting payment to various states for health care tax surcharges, including keeping current on tax law changes and working with IT to update systems requirements. Prepares reporting tax materials including B notice and Form 1099 materials.
• Utilizes the corporate tax deadline calendar, ensures constant compliance with due dates for the filing of the various Federal, State, Local and Personal Property, and Premium and Sales/ Use tax returns.
• Guides and coaches other tax staff members.
• Performs other duties as assigned.

Qualifications:

Education and Experience:

• Bachelor's degree in Accounting, Finance or Business Administration.
• 4 years of professional work experience preferred.

Professional Certification(s):

• N/A

Technical Skills and Knowledge:

• Demonstrated intermediate knowledge using personal computer and various tax preparation softwares.
• Intermediate MS Office Skills.
• Career-level knowledge of income tax and accounting rules/ concepts.

Medical Mutual is looking to grow our team! We truly value and respect the talents and abilities of all of our employees. That's why we offer an exceptional package that includes:

A Great Place to Work:

• We will provide the equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset.
• Employees have access to on-site fitness centers at many locations, or a gym membership reimbursement when there is no Medical Mutual facility available. Enjoy the use of weights, cardio machines, locker rooms, classes and more.
• On-site cafeteria, serving hot breakfast and lunch, at the Brooklyn, OH headquarters.
• Discounts at many places in and around town, just for being a Medical Mutual team member.
• The opportunity to earn cash rewards for shopping with our customers.
• Business casual attire, including jeans.

Excellent Benefits and Compensation:

• Employee bonus program.
• 401(k) with company match up to 4% and an additional company contribution.
• Health Savings Account with a company matching contribution.
• Excellent medical, dental, vision, life and disability insurance - insurance is what we do best, and we make affordable coverage for our team a priority.
• Access to an Employee Assistance Program, which includes professional counseling, personal and professional coaching, self-help resources and assistance with work/life benefits.
• Company holidays and up to 16 PTO days during the first year of employment with options to carry over unused PTO time.
• After 120 days of service, parental leave for eligible employees who become parents through maternity, paternity or adoption.

An Investment in You:

• Career development programs and classes.
• Mentoring and coaching to help you advance in your career.
• Tuition reimbursement up to $5,250 per year, the IRS maximum.
• Diverse, inclusive and welcoming culture with Business Resource Groups.

About Medical Mutual:

Medical Mutual's status as a mutual company means we are owned by our policyholders, not stockholders, so we don't answer to Wall Street analysts or pay dividends to investors. Instead, we focus on developing products and services that allow us to better serve our customers and the communities around us.

There's a good chance you already know many of our Medical Mutual customers. As the official insurer of everything you love, we are trusted by businesses and nonprofit organizations throughout Ohio to provide high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement and individual plans. Our plans provide peace of mind to more than 1.2 million Ohioans.

We're not just one of the largest health insurance companies based in Ohio, we're also the longest running. Founded in 1934, we're proud of our rich history with the communities where we live and work.

We maintain a drug-free workplace and perform pre-employment substance abuse and nicotine testing.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.