Tax Specialist

Under general supervision, responsible for moderately complex indirect tax and compliance related accounting activities, such as creating standard journal entries, reconciling general ledger accounts, processing invoices, preparation of state tax filings, contacting and/or responding to state and federal tax regulators (written and verbal) and Business Unit representatives.

Under general supervision, responsible for moderately complex indirect tax and compliance related accounting activities, such as creating standard journal entries, reconciling general ledger accounts, processing invoices, preparation of state tax filings, contacting and/or responding to state and federal tax regulators (written and verbal) and Business Unit representatives. Also responsible for substantial analysis with respect to automation improvements (SharePoint, etc.) Under manager supervision, would include assisting in the preparation of specific tax adjustments in the areas of life insurance tax, investment tax, nonlife companies, REITs, premium taxes, etc.

This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice.

Individual Responsibilities:

• Demonstrates commitment to learn advanced automation capabilities as applied to daily routine tasks

• Assists with tax accounting processes and related projects, especially in automation (SharePoint, etc.)

• Applies knowledge of US withholding agent rules and/or other regulatory rules, and/or business processes as it pertains to the accountant's sphere of responsibility (e.g., a set of regulatory filings or account reconciliations, responding to state and/or federal tax authorities)

• Applies substantial analytical and inquiry skills

• Demonstrates a commitment to understanding e-Treasury and Lawson accounting systems and advancing automation of routine and repetitive tasks

• Uses JETS to create and post journal entries, E-Treasury wire preparation and review

• Prepares and reviews fiscal yearend tax provision/audit workpapers along with all supporting schedules, worksheets, and documentation needed to support determination of fiscal and calendar distribution requirements.

• Prepares and reviews income and excise tax returns for the mutual funds including additional supporting forms, schedules, and statements along with various fund elections needed to maintain funds Regulated Investment Company status. Filing of extensions, reporting forms, and state returns.

• Prepares interim tax provisions used for managing fund income distributions and/or gain and loss positions.

• Peer review state, local and federal tax returns

Other duties as assigned Shared Responsibilities:

• Responsible for staying current in taxation and recognizing possible impacts of new tax law.

• Performs research of tax issues to reach sound conclusions. May participate in committees or task-force groups.

• Complies with all internal controls.

Job Requirements:

• Associates or bachelor’s degree in accounting /finance or equivalent experience

• Typically, 0 to 3 years of experience

• Emergent proficiency in financial accounting and reporting, research skills, acting in partnership/working across boundaries, driving results and acting as a change agent/strong bias for action

• Ability to learn tax technical concepts

• Ability to communicate well across all mediums and with both internal and external relationships.

• Organizational skills necessary to meet deadlines, prioritize projects, and process several projects simultaneously.

• Strong analytical skills and ability to work well in a changing environment

• Understanding of mutual fund related tax code sections, forms and elections, and tax adjustments of securities. Decision Authorities:

• ETreasury wire approval and release (within ET standard guidelines); inter- company withholding chargebacks based on reconcilements; review and sign off on other accountant’s tax returns

• All preparation decisions are then reviewed by a manager.

Work rights

The opportunity is available to applicants in any of the following categories.