Senior, Indirect Tax - Premium Tax

As a Premium Tax professional, you will support insurance premium tax compliance activities across multiple jurisdictions.

You will apply premium tax technical knowledge, use Premium Pro compliance software, and collaborate with clients and internal teams to deliver accurate, timely, and high-quality work.

Recruiting for this role ends on May 31, 2027.

Work you'll do

As a Senior in Premium Tax, you'll help insurance clients manage premium tax obligations, reduce compliance risk, and improve the efficiency of their tax operations.

Your combination of technical knowledge, technology experience, and attention to detail will contribute directly to high-quality client delivery.

Responsibilities include


* Preparing, reviewing, and filing insurance premium tax returns.


* Calculating premium taxes, assessments, fees, and related payments.


* Using Premium Pro to prepare filings, manage compliance data, and generate reports.


* Reconciling tax workpapers to financial, policy, and premium data.


* Researching premium tax rules, filing requirements, exemptions, credits, and apportionment matters.


* Monitoring filing calendars and managing competing deadlines.


* Responding to tax authority notices and information requests.


* Preparing well-organized workpapers supporting calculations and filing positions.


* Identifying data issues, compliance risks, and process improvements.


* Collaborating with clients, tax professionals, accounting teams, and engagement leaders.


* Supporting premium tax audits, special projects, technology implementations, and process improvement initiatives.

The Team:

Our Indirect Tax team, collectively has significant experience with the requirements and nuances of jurisdictions in all 50 states.

Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.

You will join a tax team supporting insurance organizations with premium tax compliance, technical research, reporting, and process improvement.

The team works across jurisdictions and disciplines to help clients manage complex compliance requirements and improve the quality and efficiency of their tax processes.

Qualifications

Required:


* Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week


* Bachelor's degree in Accounting, Finance, Taxation, Business, or a related field


* 3+ years of experience in insurance premium tax compliance or a related tax function Hands-on experience using Premium Pro.


* Working knowledge of premium tax compliance processes and filing requirements.


* Strong analytical, research, reconciliation, and problem-solving skills.


* Proficiency with Microsoft Excel.


* Ability to manage multiple deadlines whi...