Tax Analyst 2

Job Summary

Required Qualifications

• •U.S. State and Territory Premium Tax Function
• •Municipal Premium Tax Function
• •Personal Property Tax Reporting
• •Volume of Business Tax Reporting
• •Certificate of Authority Renewal
• •Other Non-Tax Filings
• •Payments
• •State Income Tax Returns
• •Tax Accounting Assistance
• •Business License Renewal
• •Prepare and file over 100 annual U.S. state and territory premium tax returns
• •Compute and schedule accurate, timely estimated premium tax payments
• •Initiate all tax disbursements in required formats
• •Work closely with internal departments to obtain financial data
• •Coordinate with IT to ensure all premium tax software updates are performed timely
• •Respond to and resolve information requests, audits, and official notices from state tax authorities
• •Monitor and adhere to state laws, form updates, and filing requirements
• •Generate monthly/quarterly premium tax and TLF accounting accruals
• •Prepare quarterly Kentucky municipal tax returns
• •Execute annual municipal tax filings for jurisdictions across Georgia, Florida, Alabama, and Louisiana
• •Prepare annual reconciliations of municipal returns
• •Remit payments to the Kentucky Department of Insurance
• •Mail annual reconciliations to Kentucky local governments
• •Transmit data electronically to the Kentucky Department of Insurance
• •Generate and provide quarterly journal entry uploads for all municipal tax payments
• •Coordinate with the cash room to ensure all payment remittances and physical checks are accurately sorted, packaged, and mailed
• •Serve as the primary point of contact to resolve information requests and official notices from local taxing authorities
• •Monitor and adhere to local laws, form updates, and filing requirements
• •Prepare, finalize, and file accurate personal property tax returns
• •Request and review fixed asset reports from internal department to create workpapers required for property tax filings
• •Oversee the review, validation, and timely processing of all personal property tax invoice payments
• •Function as the central point of contact to investigate and resolve formal notices and information requests from various local tax jurisdictions
• •Prepare workpapers, returns, and payments for the Puerto Rico Volume of Business (VOB) tax
• •Collaborate directly with local personnel to guarantee compliant delivery of returns and extensions
• •Prepare and execute approximately 100 annual Certificate of Authority renewals
• •Maintain/store the original and/or the current certificate of authority for approximately 100 jurisdictions
• •Oversee non-tax insurance filings, including guaranty fund, general life insurance, and health assessments
• •Coordinate other vendor disbursements requested by the SVP of Tax
• •Track and reconcile all non-tax filing payments
• •Input state apportionment data into corporate income tax software
• •Read, understand and implement updated/new income tax return instructions for each assigned jurisdiction
• •Draft and compile assigned state income tax returns
• •Generate and post journal entries for U.S. GAAP income tax provisions
• •Query general ledger accounts and extract financial datasets to support ongoing tax reporting
• •Collaborate with other internal departments to extract data required for mandatory business license renewals
• •Prepare and submit annual Gwinnett County business license renewal applications
• •Manage and process all associated Gwinnett County business license renewal fees
• •Act as the primary liaison to respond to inquiries, data requests, and formal notices from various state Departments of Insurance regarding corporate licensing
• •Monitor state statutory laws, premium tax form revisions, and procedural updates
• •Communicate with the internal compliance team to provide information requests and verify that all regulatory tax filings and obligations meet legal deadlines
• •Input state apportionment data into corporate income tax software to ensure multi-jurisdictional allocation
• •Analyze Statutory Instructions
• •Draft and compile assigned state income tax returns and assist with in the processing and submission
• •Generate and post journal entries for U.S. GAAP income tax provisions, and TLF, as directed
• •Query general ledger accounts and extract financial datasets to support ongoing tax reporting
• •Collaborate with other internal departments to extract data required for mandatory business license renewals
• •Prepare and submit annual Gwinnett County business license renewal applications for several business units
• •Manage and process all associated Gwinnett County business license renewal fees to maintain uninterrupted operations
• •This position is exempt (not eligible for overtime pay)
• •Hybrid (3 in office days and 2 remote days)
• •Not eligible for sponsorship now or in the future