Tax Analyst (Hybrid)

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

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition.

Job Purpose

This position has responsibility for compliance with tax laws and/or implementing tax planning strategies. The incumbent will operate with a reasonable degree of autonomy in their discharge of duties performing, organizing, supervising and controlling tax processes and work product. Analyst Helps implement solutions by reviewing data, determining the requirements of a project or program, and communicating them clearly to stakeholders, facilitators and partners. They assist with the business case, organizing requirements, translating and simplifying requirements, and requirements analysis. Analysts may also use requirements to drive the design or review of test cases, process change requests, and manage a project's scope, acceptance, installation and deployment.

Job 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.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements

• 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

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range: $102,400.00 - $153,600.00

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.

• medical
• dental
• vision
• employee assistance program
• life insurance
• disability plans
• parental leave
• paid time off
• 401k
• tuition reimbursement

just to name a few.

Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.