Tax Manager

The primary objective of the Finance department is to provide timely and accurate financial information to leadership, business partners, and regulators. The Tax Manager will manage tax and accounting functions, including personnel and resources. This position will oversee the preparation and review of monthly, quarterly and annual tax returns, assessments and financial information. The selected candidate will be responsible for preparation of higher complexity tasks and reports, including development and monitoring of controls. The selected candidate will also assist in review of higher complexity tasks and reports completed by their team.

ESSENTIAL FUNCTIONS:

• Ensure proper recording, reporting and compliance based on relevant tax and/or compliance guidelines and statutory accounting principles. Research ways to report and complete tax returns, assessments and financial information more efficiently.
• Maintain an understanding of tax, compliance and statutory rules pertaining to the area and lead research, analysis, and implementation of changes into the teams' processes. Tax and compliance functions include federal and state income tax, state and local insurance premium tax, sales and use tax, personal property tax, real estate tax, 1099 filings and various state surcharges and assessments.
• Review of the production of reports, tax returns and other filings for statutory, regulatory compliance and management needs.
• Establish rules, regulations and procedures for systematically handling work.
• Manage and review reconciliations to ensure the accuracy of financial reports and to safeguard the assets of the Company.
• Design and develop various reports from financial reporting systems including the core insurance systems, general ledger, business objects, and other online data access points.
• Review journal entries and supporting documentation.
• Complete selected elements of the month-end close process, which may include review and preparation of monthly reports.
• Preparation and review of monthly, quarterly and annual regulatory, tax and compliance filings for multiple companies.
• Coordinate PBC items for the company's annual audit.
• Coordinate federal and state income tax reporting with third-party tax service providers.
• Coordinate tax and compliance audits with federal, state or local regulators.
• Identify areas of inefficiency to streamline results.
• Lead specialized project teams to achieve accounting department's goals.
• Champion change management across the department to support an ever-changing business environment.

OTHER FUNCTIONS:

• Ability to learn, train others, and effectively use technical tools to perform analysis and create efficiencies in tax, compliance and financial reporting functions.
• Ability to understand and access various data sources, using available reporting tools, to meet accounting requirements and operational reporting needs.
• Ability to work independently or lead staff members to effectively solve problems. Interpret tax, compliance and accounting regulations and develop methods to ensure proper reporting.
• Hire, motivate, coach and train personnel.
• Demonstrate superb written and oral communication skills, using financial analysis as a forum to educate business partners and leaders. Ability to identify and communicate areas of inefficiency and work with higher-level staff to resolve.
• Ability to understand and explain how the assigned emphasis area impacts other areas of operation.
• Other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES:

A four-year college degree with a major in accounting or finance is preferred. At least eight years of satisfactory experience in tax, compliance, accounting, finance, or audit, with at least four years of experience in the Insurance and/or Financial Services industry highly preferred. CPA is preferred, though not required. This position also requires a thorough understanding of Generally Accepted Accounting Principles and Statutory Accounting Principles and familiarity with various software applications including, but not limited to, Microsoft Word, Excel, PowerPoint, and Access. Sound project management skills, strong oral and written communication skills, and a profit-minded perspective are essential.

This position has been evaluated in accordance with the Americans with Disabilities Act. Encova Insurance makes every effort to reasonably accommodate disabilities to permit performance of the essential functions and candidates who need such accommodation are encouraged to seek it. This description reflects the nature and level of work performed by associates in this position. It is not an all-inclusive inventory of duties, responsibilities and qualifications required. It provides an accurate overview of the work and skills needed to perform this position. Because job content may change from time to time, Encova Insurance reserves the right to add and/or delete functions from this job as it deems necessary for business reasons.