Tax Reporting Accountant

Tax Reporting Accountant – Financial Services

Are you an accountant who enjoys solving problems, digging into discrepancies, and making sure everything ties out?

We’re looking for a Reporting Tax Accounting Specialist to join a growing financial services firm. This is a great opportunity for someone with a solid accounting foundation who wants to expand their experience into financial reporting, regulatory compliance, tax, investments, and insurance accounting
.

Insurance experience is a plus, but not required. If you have strong general accounting experience and enjoy learning new areas, we’d love to hear from you!

• Prepare journal entries, accruals, account reconciliations, and support month-end and quarter-end close
• Prepare premium tax and other state and municipal tax filings
• Assist with statutory and regulatory filings
• Reconcile taxes, fees, assessments, and other GL accounts
• Review financial reports and research discrepancies
• Assist with quarterly and annual financial statement preparation
• Support investment and custodian bank reporting
• Maintain regulatory and tax filing calendars and help ensure deadlines are met
• Work with external tax advisors, auditors, banks, and other business partners
• Assist with audits, reporting, financial analysis, and special projects

• 4+ years of accounting or financial analysis experience
• Bachelor’s degree in Accounting, Finance, Business, or a related field preferred
• Solid understanding of general ledger accounting, journal entries, and reconciliations
• Strong Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP
• Strong analytical and problem-solving skills
• Excellent attention to detail and organization
• Ability to manage multiple deadlines and priorities
• Strong written and verbal communication skills
• Someone who is curious, dependable, and willing to learn

Experience in any of the following would be helpful:

• Financial services
• Property & Casualty insurance
• Statutory accounting or NAIC reporting
• Premium tax or multi-state tax filings
• Month-end or quarter-end close

This is more than a traditional month-end accounting role
. You’ll have the opportunity to broaden your accounting experience and gain exposure to tax, investments, regulatory compliance, financial reporting, and insurance accounting
.

It’s an excellent opportunity for an accountant who enjoys research, reconciliation, problem-solving, and taking ownership of their work — while developing a specialized skill set that can support long-term career growth.