Senior Tax Analyst: Planning & Compliance (Remote)

TruStage Insurance Agency, LLC; Northern (KY); Hybrid; USD 102,000 - 154,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Employee assistance program

Life insurance

Disability plans

Parental leave

Paid time off

401k

Tuition reimbursement

Job summary

TruStage Insurance Agency, LLC is seeking a senior tax analyst to ensure compliance with tax laws and contribute to tax planning initiatives. The role operates with substantial autonomy, reviewing data, translating requirements, and guiding stakeholders.

You will handle tax research, GAAP and statutory tax elements, manage external communications with IRS and auditors, and lead tax integration for specific processes. A CPA or advanced degree is preferred; 9 years in corporate tax is expected.

Qualifications

• Undergraduate degree in Accounting, Finance or Business Administration or equivalent experience.
• Master’s degree in Taxation, JD in Taxation or designation as CPA or CFA.
• 9 years' experience in a corporate tax department or national public accounting firm including experience with complex tax technical research and development of tax strategies.
• Demonstrated ability to make good knowledge-based decisions and ability to evaluate situations in the absence of complete information.
• Proven ability to interact with, advise and influence peers, senior tax leadership and external parties.
• Demonstrated good written and verbal communication skills and ability to translate technical tax information into understandable and actionable information.
• Ability to prioritize workload and manage most conflicts to successful resolution.
• #LI-LT #LI-Remote

Responsibilities

• Perform complicated tax research and data analysis to identify and implement tax planning strategies.
• Review significant tax elements of GAAP and Statutory accounting and ensure adherence to tax accounting policy.
• Manage a significant process, project or process improvements within the Tax Department and ensure timely, accurate and complete performance.
• Regularly participate in day-to-day interaction with external parties including but not limited to IRS, external auditors, regulatory bodies and vendors.
• Manage external resources including consulting and outsourcing engagements and will indirectly manage others within tax.
• Identify potential control weaknesses and take action to remedy.
• Lead tax integration efforts for specific subject process or matter.

Skills

Tax research

Data analysis

Communication skills

Decision making

Stakeholder management

Education

Bachelor's degree in Accounting, Finance or Business Administration or equivalent experience

Master’s degree in Taxation, JD in Taxation or CPA/CFA designation

Job description

TruStage Insurance Agency, LLC is seeking a senior tax analyst to ensure compliance with tax laws and contribute to tax planning initiatives. The role operates with substantial autonomy, reviewing data, translating requirements, and guiding stakeholders.

You will handle tax research, GAAP and statutory tax elements, manage external communications with IRS and auditors, and lead tax integration for specific processes. A CPA or advanced degree is preferred; 9 years in corporate tax is expected.