Tax Reporting & Financial Compliance Specialist

Recruiting Solution Incorporated; San Mateo (CA); On-site; USD 110,000 - 140,000; Full time

Job summary

Recruiting Solution Incorporated is seeking a Tax Reporting Accountant in Financial Services to help ensure accurate tax filings, regulatory compliance, and clear financial reporting.

This role involves preparing journal entries, tax filings, audits support, and collaboration with external partners. Ideal candidate has 4+ years accounting, solid GL, advanced Excel, and a curious, detail-oriented mindset.

Qualifications

• 4+ years of accounting or financial analysis experience.
• Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.
• Solid understanding of general ledger accounting, journal entries, and reconciliations.
• Strong Excel skills, including PivotTables and VLOOKUP/XLOOKUP.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organization.
• Ability to manage multiple deadlines and priorities.
• Strong written and verbal communication skills.
• Someone who is curious, dependable, and willing to learn.

Responsibilities

• Prepare journal entries, accruals, account reconciliations, and support month-end and quarter-end close.
• Prepare premium tax and other state and municipal tax filings.
• Assist with statutory and regulatory filings.
• Reconcile taxes, fees, assessments, and other GL accounts.
• Review financial reports and research discrepancies.
• Assist with quarterly and annual financial statement preparation.
• Support investment and custodian bank reporting.
• Maintain regulatory and tax filing calendars and help ensure deadlines are met.
• Work with external tax advisors, auditors, banks, and other business partners.
• Assist with audits, reporting, financial analysis, and special projects.

Skills

Analytical thinking

Problem solving

Attention to detail

Organization

Written and verbal communication

Time management

Strong Excel skills

Education

Bachelor’s degree in Accounting, Finance, Business, or related field

Tools

Excel

Job description

Recruiting Solution Incorporated is seeking a Tax Reporting Accountant in Financial Services to help ensure accurate tax filings, regulatory compliance, and clear financial reporting.

This role involves preparing journal entries, tax filings, audits support, and collaboration with external partners. Ideal candidate has 4+ years accounting, solid GL, advanced Excel, and a curious, detail-oriented mindset.