Senior Tax Analyst

100 CRC Insurance Group, LLC; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Paid time off

Job summary

CRC Group in Charlotte, NC seeks a Senior Tax Analyst to prepare and file state and local returns, support quarterly tax provisions, and conduct tax research.

This role collaborates with multiple departments to ensure accurate filings, monitors tax law changes, and supports audits; CPA or equivalent certification preferred, Thomson Reuters ONESOURCE/Checkpoint experience preferred.

Qualifications

• Bachelor’s Degree in Accounting, Finance, or a related field required; Master’s Degree preferred.
• Minimum of 2-3 years of experience in tax compliance.
• Experience with tax research and tax planning.
• Experience with Thomson Reuters ONESOURCE and Checkpoint.

Responsibilities

• Prepare state and local corporate tax returns and informational reporting.
• Assist with the quarterly and annual tax provision (current and deferred).
• Assist with income tax audits and notices, including documentation and inquiries.
• Coordinate with external advisors and tax authorities for compliance.
• Monitor changes in tax legislation across jurisdictions and implement updates.
• Ensure timely payment of state/local taxes monthly, quarterly or annually.
• Research state/local tax issues including nexus determinations.
• Respond to inquiries and support state tax issues (W-9, exemptions, licenses).

Skills

Tax research

Tax compliance

Analytical skills

Communication skills

Multitasking

Education

Bachelor’s Degree in Accounting/Finance

Master’s Degree preferred

Tools

ONESOURCE

Checkpoint

Job description

The Tax Senior Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research. The Tax Senior Analyst will work closely with various departments to provide support and ensuring accurate and timely tax filings.

CRC Group is a leading, independent pure-play brokerage and underwriting specialty insurance distributor. Our culture puts people first, prioritizing long-term relationships, ethical decision-making, and continuous improvement. As a result of listening to our employees, CRC Group earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified! If you want to work for a company where employees are valued and growth is encouraged, CRC Group could be the place.

JOB SUMMARY

The Senior Tax Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research. The Senior Tax Analyst will work closely with various departments to provide support and ensure accurate and timely tax filings.

KEY RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Prepare state and local corporate tax returns and informational reporting.
• Assist with the preparation of the quarterly and annual tax provision (current and deferred) for the relevant legal US.
• Assist with income tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies.
• Coordinate with external advisors and tax authorities to address tax issues and ensure compliance with state and local tax requirements.
• Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes.
• Ensure timely and accurate payment of state and local taxes monthly, quarterly or annually
• Research state and local tax issues including nexus determinations
• Respond to inquiries and provide support for customer-related state tax issues, including exemption certificates, business licenses, W-9, and taxability questions.

EDUCATION AND EXPERIENCE

Bachelor’s Degree in Accounting, Finance, or a related field required; Master’s Degree preferred.

Minimum of 2-3 years of experience in tax compliance, preferably in a corporate environment.

Experience with tax research and tax planning.

Experience with Thomson Reuters ONESOURCE and Checkpoint.

CERTIFICATIONS, LICENSES, REGISTRATIONS

Certified Public Accountant (CPA) or equivalent certification (preferred).

FUNCTIONAL SKILLS

Proficiency in tax software and Microsoft Office Suite.

Excellent analytical and problem-solving skills.

Strong communication and interpersonal skills.

Ability to manage multiple projects and meet deadlines.

Detail-oriented with a high level of accuracy.

General Description of Available Benefits for Eligible Employees of CRC Group:

At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place.