Senior Accountant, Financial Reporting and Tax

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare monthly internal GAAP financial statements along with the management reporting package for PacificSource and its subsidiaries.

• Generate quarterly and annual NAIC statutory statements and other state-required financial reports for the group's regulated entities.

• Conduct risk-based capital (RBC) calculations, capital projections, and various regulatory filings for applicable entities.

• Consolidate and analyze financial results across the group's entities to support internal, statutory, and regulatory reporting.

• Make significant contributions to annual external CPA statutory audits and ad-hoc regulatory financial examinations.

• Prepare, review, and post month-end journal entries for both internal GAAP and statutory financial statements.

• Maintain and utilize specialized statutory (SAP) accounting knowledge as a resource for the wider team.

• Prepare quarterly and annual income tax provisions based on both GAAP (ASC 740) and statutory (SSAP 101) frameworks for the consolidated group.

• Oversee the preparation of income tax compliance workpapers and coordinate engagements with external CPA firms.

• Prepare and manage recurring indirect and local tax filings alongside associated GAAP accruals.

• Calculate estimated income tax payments and create supporting schedules.

• Research and address tax notices and correspondence from agencies.

• Develop reports and conduct validation and user-acceptance testing for Workday changes that impact reporting and tax processes.

• Identify and implement opportunities for process improvement and automation within reporting and tax workflows.

⛳️ Requirements

• A minimum of 5 years of progressively responsible experience in accounting.

• Proven ability to independently manage complex, recurring deliverables under review.

• Experience in insurance statutory and regulatory reporting is highly preferred.

• Hands-on experience with income tax provisions (ASC 740 and/or SSAP 101) is strongly preferred.

• A Bachelor’s degree in Accounting or Finance is required.

• A CPA license is preferred but not mandatory.

• Advanced proficiency in Microsoft Excel is essential.

• Familiarity with statutory (SAP) accounting is necessary.

• A comprehensive understanding of GAAP and general accounting and business practices is required.

• Proficiency in ERP/accounting software is needed (Workday experience is a plus).

🏝️ Benefits

• Flexible telecommute policy.

• Medical, vision, and dental insurance.

• Incentive program.

• Paid time off and holidays.

• 401(k) plan.

• Volunteer opportunities.

• Tuition reimbursement and training.

• Life insurance.

• Options such as a flexible spending account.