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Financial Regulatory Advisor
1 week ago
Key Responsibilities
- Tax Return Preparation: Prepare and review complex federal and state tax returns for insurance companies.
- Tax Planning Strategies: Assist with tax planning strategies to minimize tax liabilities and ensure compliance.
- Tax Research and Analysis: Conduct thorough tax research and analysis on various issues, including insurance-specific tax regulations.
- Tax Staff Supervision: Supervise and mentor junior tax staff, providing guidance and feedback to help them grow professionally.
- Client Relationships: Maintain strong client relationships through effective communication and a deep understanding of client needs.
- Tax Audits: Assist with tax audits and inquiries from regulatory authorities.
Requirements
- Education: Bachelor's degree in Accounting, Finance, or a related field (Master's in Taxation or CPA preferred).
- Experience: 3-5 years of tax experience, preferably with insurance clients.
- Skills: Strong knowledge of federal and state tax regulations, with a focus on the insurance industry.
- Other: Excellent analytical, organizational, and communication skills.
