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.