POSITION OUTLINE: - Assist in the completion and filing of annual and quarterly state premium related tax returns.
- Assists with monitoring due date schedules and the requirements for filing premium tax related forms to make sure making that premium tax payments are timely completed.
DUTIES AND RESPONSIBILITIES: - Monitors and reviews each state’s annual premium tax instructions and requirements to remain knowledgeable for any changes.
- Completes premium tax, municipal tax and retaliatory tax forms for Chicago based insurance companies.
- Electronically files tax returns when required by states.
- Assists with the completion and review of year-end premium tax and related annual statement filings mailed to states.
- Prepares disbursement requests for tax return and related quarterly and annual statement filing payments.
- Assists with the electronic filing of annual statements, quarterly statements, actuarial opinions, audit reports and related types of annual forms.
KNOWLEDGE AND EXPERIENCE: - The position requires at a minimum, a bachelor’s degree in accounting, (CPA not required).
- The individual needs to be experienced with software application programs, such as but not limited to Microsoft Excel and Word, and Crystal Reports.
- It is preferred, but not required, that the individual is proficient with using tri-tech’s premium pro software.
- The individual needs to be familiar with using web sites.
- The position requires strong verbal, technical and written communication skills.
|
