Accounts Payable and Tax Specialist

Committed to providing life insurance solutions since 1969 in the United States and globally since 1975, Citizens, Inc. is a publicly traded company (NYSE: CIA) that has maintained a listing on the New York Stock Exchange since 2002. Operating through our insurance subsidiaries, we strategically offer traditional insurance products in niche markets to capitalize on competitive advantages. With a dedicated team of employees located in Austin, Louisiana and a global network of agents, our reach extends to Latin America, Central America, and Asia.

Title:

Accounts Payable and Tax Specialist
Job Type: Full-time Non-Exempt

Reports to:

AP/ Payroll Manager

Location:

Onsite in Austin, TX (Corporate Headquarters located in the Domain)

At Citizens, Inc., we’ve curated an exceptional work environment that goes beyond the ordinary. Our open-plan workspace offers panoramic views of the Domain with multiple conference rooms readily available. Start your day with complimentary coffee in our large break area, enjoy walks on the scenic trails nearby, or hit our onsite gym. Our Lunch Drop service provides the luxury of delivering delicious meals directly to our suite for a stress-free lunch break.

For financial needs, the onsite bank is at your service. Furthermore, enjoy the convenience of free covered parking in our garage, featuring charging stations for electric vehicles. Participate in our various monthly employee events designed to enhance our cultural engagement. At Citizens Inc., we prioritize strong employee involvement to foster a dynamic workplace culture. Elevate your career with us, where your workplace is more than just an office;

it’s a destination for growth, innovation, and a flourishing community.

Summary:

Citizens, Inc. is seeking an Accounts Payable & Tax Specialist to join our accounting team. The right candidate will possess a high-level of attention to detail and the ability to interact with all levels of staff and management.

• Process daily disbursements and ensure accuracy of payments.
• Perform payment reversals, rejects, and returns.
• Perform check runs, wires, and ACH payments.
• Process wires and transfers within the banking system in a timely manner.
• Process commission payments timely. Ensure accuracy and completeness of settlement amounts.
• Maintain accurate and current agent and vendor account information.
• Vendor Management and Reconciliation
• Track and respond to agent or vendor inquiries.
• Review payment activity for anomalies. Take the initiative to investigate and ask for clarification when needed.
• Maintain and reconcile accounts payable ledger accounts.
• Tax Payment and Reporting
• Manage non-payroll related federal and state withholding, sales tax, and IRS notices.
• Track compliance with 1099 workers and work with One Source service provider.
• Ensure proper withholding and sales tax is charged by vendors.
• Prepares or coordinate tax reporting requirements for Puerto Rico entities.
• General Administrative Duties:
• Cross-train with other areas of the department.
• Perform other job-related duties and projects to support the team as needed.
• Skills and Abilities:
• Attention to detail to ensure accuracy, minimize rework, and compliance with internal controls.
• Meet critical business deadlines and act with a sense of urgency when needed.
• Demonstrate experience in handling high-volume operations.
• Clear communication with vendors, internal departments, and other stakeholders to resolve issues and clarify information.
• Collaborate effectively with internal/external stakeholders.
• Identify areas for process improvement to create efficiencies.

• Education:
  
  High School Diploma or GED diploma required.
• 3-5 years of work experience in Accounts Payable.
• Working knowledge of disbursement functions related to checks, wires and ACH.
• Proficient in Microsoft Office suite and advance Excel functions.
• Understanding of AP-related compliance regulations.

• General Accounting office experience preferred.
• Hands on work experience in Oracle.
• Experience in tax reporting.

As an employee of Citizens, we promise you the opportunity to make a meaningful difference in the lives of our customers,…