Senior Tax Analyst

CRC Group; Charlotte (NC); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

New parent leave

Restricted stock units / deferred comp

Job summary

CRC Group, a leading independent insurance distributor, seeks a Senior Tax Analyst in Charlotte, NC. You will prepare state and local tax returns, assist with quarterly tax provision, and conduct tax research in collaboration with multiple departments.

Requirements include a Bachelor’s in Accounting/Finance, 2–3 years in tax compliance, proficiency with Thomson Reuters ONESOURCE and Checkpoint; CPA preferred. This on-site role offers comprehensive benefits and growth opportunities.

Qualifications

• Bachelor’s degree inAccounting, Finance, or related field.
• 2–3 years of tax compliance experience in a corporate setting.
• Experience with tax research and planning.
• Familiarity with ONESOURCE and Checkpoint software.
• CPA or equivalent certification preferred.

Responsibilities

• Prepare state and local corporate tax returns and informational reporting.
• Assist with quarterly and annual tax provisions (current and deferred).
• Support income tax audits, notices, and documentation requests.
• Coordinate with external advisors and tax authorities on issues.
• Monitor tax legislation changes and implement necessary updates.
• Ensure timely payment of state and local taxes monthly/quarterly/annually.
• Respond to inquiries on state tax issues, exemptions, licenses, W-9s.

Skills

Tax software

Microsoft Office

Analytical thinking

Problem solving

Communication skills

Education

Bachelor's in Accounting/Finance

Master's degree preferred

CPA or equivalent preferred

Tools

Thomson Reuters ONESOURCE

Checkpoint

Job description

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won’t receive a response).

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following 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

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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 unitsand/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.

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