Premium Tax Accountant

• Prepare captive clients’ tax filings and surplus lines for captive, risk retention group and traditional insurance entities and communicate changes and submissions to managers, regulatory bodies and clients.
• Update and maintain index of all domiciles with current data including tax rates, filing deadlines, etc.
• Review as requested by manager and advise on all premium tax, municipal, assessment, surcharge and regulatory filings.
• Assemble premium information for proper tax filings for all captive clients. 
• Assist manager with maintenance of compliance calendars as part of the onboarding process for each new captive client, consisting of thorough and up-to-date inventory of all relevant state compliance filings (tax, renewal forms, data calls, premiums by line of risk, etc. and respective filing deadlines).
• Produce reports and analyze premium tax accruals and reconciliations.
• Facilitate and manage the premium tax filings for captives under management by working with each internal team for a specific client; establish payments in respective online systems; obtain approval from captive client to process and approve filings.
• Regularly communicate with the internal teams for specific clients to ensure compliance with servicing expectations with clients and service providers.
• Perform other duties and special projects as requested.

In This Role You Will Need: 

• Minimum of a high school degree and a Bachelor’s degree preferred, with 1-2 years of relevant insurance premium tax compliance experience or a combination of successful and related education and experience.
• Strong ability to work in a team environment in which there is a mutual dependency on each other’s work products with strong adherence to deadlines.
• Strong time management skills demonstrated by managing a portfolio of captive clients with multiple members with competing deadlines.
• Ability to consider multiple data sources and draw relevant conclusions.
• Ability to identify inconsistencies and errors in work product and documents.
• Exhibits passion and excitement over work.  Has a ‘can-do’ attitude.
• Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
• Does not cut corners ethically.  Earns trust and maintains confidences.  Does what is right, not just what is politically expedient.  Speaks plainly and truthfully.
• Learns quickly.  Demonstrates ability to quickly and proficiently understand and absorb latest information.
• Able to present returns, data calls, reports and other documents to captive members effectively and efficiently.
• Ability to travel on an infrequent basis for education in the premium tax industry and interaction with the team during annual summits or other meetings
• Proficiency with Premium Pro, Excel and other software platforms.
• The ideal candidate would have excellent communication skills, time management, attention to detail, product development capabilities, be a team player, and demonstrate initiative with strong analytical capabilities.
• Ability and willingness to travel by car or airplane for meetings, conferences, or other business-related functions.