EPIC Insurance Brokers & Consultants · 9 hours ago
Senior Tax Analyst
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $120K/yr
4+ years expEdgewood Partners Insurance Center is a growing group of financial, consulting, technology, and insurance brands. The Senior Tax Analyst plays a key role in ensuring accurate and compliant tax reporting across various tax types and jurisdictions, preparing tax documents, maintaining forecasting models, and supporting audits and regulatory inquiries.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
Prepares or reviews a variety of tax related documents, ensuring accuracy and compliance with applicable guidelines and regulations
Prepares / maintains tax forecasting and other analytical models
Assists in the preparation and distribution of tax forms
Responds to notices or audits from states, including preparing materials for submission, coordination over the phone, etc
Researches, interprets, and understands existing or revised tax codes, laws, or forms
Modifies work procedures to reflect changes in tax law or code
Coordinates with external advisors and other team members to complete projects and meet deadlines
Performs tax reconciliations and determines liability for accounts, divisions, or business units
Prepares and maintains tax forecasting models, develops tax analytical models using tools such as PowerBl, and helps with other similar analytical projects
Files monthly/quarterly/annual non-income tax returns as required
Conducts and documents reviews of workpapers/returns provided by external advisors
Collaborates with accounting and finance teams to ensure accurate tax reporting
Participates in process improvement initiatives to enhance tax department efficiency
Provides support for M&A integration activities, including tax data consolidation and compliance alignment
Supports annual and quarterly tax provision process
Qualification
Required
Business or Accounting degree
Minimum of 4-5 years of experience in a tax-related function, BIG 4 or in-house
Strong knowledge of U.S. federal and state tax regulations
Work independently and efficiently in a fast-paced environment
Proficient in Word, Excel, PowerPoint
Demonstrates ability to research tax matters and documentation of findings and recommendations
Demonstrates ability to organize and prioritize work
Pays attention to detail and accuracy
Strong verbal and written skills
Problem-solving and analytical thinking skills
Accounting and research skills
Preferred
CPA preferred
Experience multiple tax types including corporate tax, partnership tax, state and local tax, sales & use tax highly desirable
Experience with SharePoint, PowerBi, and other analytical tools preferred
Experience with M&A tax preferred
Experience with tax provision process and tax accounting preferred
Benefits
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (3)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase