Tax Manager

3 weeks ago


Sterling Heights, Michigan, United States Ullico Full time

Ullico Inc. is seeking a highly skilled Tax Manager to join our team in Silver Spring, MD. As a key member of our tax department, you will be responsible for performing varied tax planning and compliance duties related to the Ullico consolidated federal income tax return and provision.

The successful candidate will have a Bachelor's Degree in Accounting or Finance, along with 5 to 7 years of experience in Partnership Tax, Corporate Tax and/or Accounting. Experience in the insurance industry is a plus, and a CPA is strongly desired. Advanced Excel and spreadsheet reporting skills are required, as well as supervisory experience and excellent written and oral communication skills.

Key responsibilities will include:

  • Initiating and preparing annual federal and state income tax returns using data retrieved from G/L and other sources.
  • Preparing quarterly and annual GAAP/STAT tax provisions from underlying accounting records.
  • Analyzing data in terms of prior results and expectations, as well as reconciling the data to outside sources and expected outcomes.
  • Reviewing and analyzing trial balance to investigate and research large and unusual items and making decisions on tax treatment.
  • Supervising the filing of companies' 1099, 1042s and W-2 reporting requirements.
  • Performing tax research related to 1099, 1042s and W-2 reporting.
  • Providing explanations and analysis to external auditors in connection with audit of tax provision workpapers.
  • Supervising the preparation of the Fixed Asset System and quarterly depreciation entries, annual inventory, disposal entries and roll forward schedules.
  • Preparing or supervising the preparation of partnership tax returns and ERISA compliance Form 5500 for ULLICO direct filing entities.
  • Preparing or supervising the preparation of ULLICO Foundation return, ULLPAC return and the monthly filing of the PAC filings with the FEC.
  • Preparing or supervising the preparation of federal and state tax payments quarterly.
  • Supervising the preparation of the intercompany tax settlements as required under the ULLICO tax sharing agreement.
  • Verifying and/or following up on account reconciliations assigned to Tax Accountant II.
  • Supervising the preparation of the Form 941 and 945 and reconciling account information associated with said filings.
  • Supervising the preparation of the monthly sales tax returns and annual property tax returns.
  • Performing tax research and analysis on either CCH Intelliconnect or BNA Tax research platforms.
  • Assessing tax issues, researching and developing a course of action.

Ullico offers a competitive starting salary and an outstanding benefits package, including health/dental/vision, 401(k) and pension plan. If you are a motivated and detail-oriented professional looking for a challenging role, please submit your cover letter and resume for immediate consideration.


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