Captive Tax Analyst

Provide day to day preparation, review, and reconciliation of captive insurance companies (“captives”) tax related data.  Assist, work with, and communicate with Finance VPs, internal departments, and external service providers on various tax related matters.

ESSENTIAL EDUCATION AND EXPERIENCE: Bachelor’s Degree or equivalency in accounting, finance, business administration and/or a related discipline and at least two (2) years of accounting and/or tax related experience. CPA is helpful but not required.

SKILLS/COMPETENCIES REQUIREMENTS:

• Works well independently and in a team environment
• Detail oriented and high level of accuracy
• Strong working knowledge of Excel
• Excellent written and verbal communication skills
• Organization, planning and prioritization skills
• Strong analytical, problem solving and judgment skills
• Ability to handle deadlines and work under pressure at times
• Commitment to company values

ESSENTIAL DUTIES AND REPONSIBILITIES:

• Compile tax data and related analysis and reporting
• Perform a detailed review of tax forms
• Prepare draft responses to various tax inquiries
• Complete monthly analysis of tax information
• Prepare and update various internal workpapers and reports
• Highlight discrepancies and/or concerns to appropriate management
• Compile detailed tax working documents to review and complete with the Finance VPs
• Complete all data preparation and reviews by the specific dates outlined
• Communicate as needed with internal groups
• Perform other related duties incidental to the work described herein

PRIORITIES:  Organizational, planning, and prioritization skills.  Data accuracy and timeliness, communication and customer service