Primerica is recognized as a Top Workplace and is seeking a Tax Analyst 1 to manage tax information reporting and withholding compliance. The role involves administration of tax reporting software and coordination among various departments to ensure compliance with federal and state tax laws.
Responsibilities
- Responsible for the tax information reporting process for Primerica Inc. and subsidiaries
- Responsible for working with our business units and our information reporting software vendor to timely complete the annual processes required for delivery of information reporting returns to our agents and client recipients and relevant governmental authorities
- Coordination and process management among the various internal departments critical to the information reporting process
- Processing of B-Notice and Backup withholding notices distributed to the various internal departments
- Responding to any information requests and notices from taxing authorities
- Monitoring federal and state laws, form updates and filing requirements
- Responsible for the reporting and deposit of the non-employee withholding taxes for Primerica Inc. and subsidiaries to the federal and various state taxing authorities
- Responsible for preparation of all payment remittances and related accounting and reconciliations for amounts deposited
- Coordination and process documentation among the various internal departments critical to the reporting process
- Responsible for preparation and management of any information requests and notices from taxing authorities
- Monitoring federal and state laws, form updates and filing requirements
- Responsible for SOVOS Taxport software overall administration and processes
- Responsible for maintaining the SOVOS information reporting system, data tracking and monitoring for system updates
- Responsible of SOVOS Taxport compliance system knowledge and process documentation
- Responsible for SOVOS Taxport administration expertise for purposes of business unit support and managing security access
- Responsible for communication with SOVOS for assistance with Taxport system errors, updates, and regular maintenance
- Responsible for maintaining previously archived years of information reporting returns
- Assist with the annual income tax return filing processes
- Preparation of various internally prepared state income tax returns
- Preparation of Form 5471 for the annual federal income tax return
- Assist with reporting and depositing withheld amounts for Federal Excise Tax
- Input of various accounting entries including GAAP tax provision entries
- Blackline certification preparation
- Assist with providing queries of accounts for GAAP tax analysis
- Assist with receiving and distributing mail for the Tax Department
Skills
- Knowledge of M.S. Excel required
- Knowledge of Workday a plus
- Relevant work experience will be considered as an equivalent qualification
- Ability to read and understand tax forms and instructions
- Bachelors degree in Business-related field, Finance, or Accounting is preferred but not required
- Candidate with substantial work experience and is proficient with tax related softwares, Microsoft applications (excel, word, outlook, etc.) and general ledger reporting tools will be seriously considered for this role
Benefits
- Day one health, dental, and vision insurance
- 401(k) Plan with competitive employer match
- Vacation, sick, holiday and volunteer time off
- Life and disability insurance
- Flexible Spending Account & Health Savings Account
- Professional development
- Tuition reimbursement
- Company-sponsored social and philanthropy events
Company Overview
Primerica is a financial services company that offers financial education, products, and services to their clients. It was founded in 1977, and is headquartered in Duluth, Georgia, USA, with a workforce of 1001-5000 employees. Its website is https://www.primerica.com.