Welcome to Western & Southern Financial Group - Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination. More than 130 years of operating history;Born as a modest, door-to-door life insurance business and built to last foreverRanked 314 on Fortune 500Award winning Talent Development TeamTop 10 for Top Spouse Employer and Military Friendly Employer in 2023We consider Cincinnati the best place to live, work and celebrate life - that is why we are committed to doing good for our communityOur CultureWe are building our company to thrive and provide value to our customers, business partners and associates over the long term. To accomplish this, we look for professionals who embody our culture of integrity, top-notch performance, collaboration and teamwork. We are committed to hiring and developing associates who are driven to excel, have a strong work ethic and use astute, fact-based and ethical judgment in decision-making.A Day in the Life - The Senior Tax Compliance Specialist assists in tax research that may arise during tax compliance preparation (e.g., due date and estimate requirements), and prepares and assembles state, county, municipal and other miscellaneous state and local taxes. Prepares supplemental schedules that are required for the annual statement. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when necessary and updating management on a regular basis. Skill sets served include but are not limited to proven experience coordinating multiple projects assignments simultaneously, and completing assigned tasks accurately and on a timely basis. Must demonstrate strong attention to detail with excellent organizational skills. Expected to cite examples of organization and time management methods used to manage or prioritize workload demands. Duties and ResponsibilitiesPrepares in an accurate and timely manner the following required tax documents: Quarterly and annual State Premium Taxes for Western & Southern Life Insurance Company (WSLIC), Western & Southern Life Assurance Company (WSLAC), Columbus Life Insurance Company (CLIC), Lafayette Life Insurance, Integrity Life Insurance Company and National Integrity Life Insurance Company. State Income/Franchise Taxes, State Tangible and Intangible Personal Property Taxes, Municipal and Occupational License Taxes, and other miscellaneous state and local taxes and assessments for The Western and Southern Life Insurance Company and subsidiaries. Property returns and annual reports for various joint ventures of Western & Southern and subsidiaries and partnerships. Property valuations and payments for Western & Southern Life district offices. Ohio use tax return for the Enterprise.Maintains "under reporter" listing as notified per IRS. Sends letters to policyholders to inform of underreporting status.Calculates taxable portion on non-routine annuity payments that cannot be done by systems based on research to determine the proper tax law application.Creates annual reports of premium taxes paid and premium tax rates for Accounting and Actuarial departments, respectively. Creates other relevant reports as needed or requested.Manual Forms 1099 and 5498 corrections for policyholders and directors.Desired Competencies and Skills:Experience maintaining a calm and professional demeanor when handling stressful situations.Knowledge of state and local tax compliance for corporate entities. Proven experience in the position of Tax Compliance Specialist, having demonstrated a thorough knowledge and mastery of the responsibilities of the position.Ability to pull out key elements of financial statements and reports, such as balance sheets, income statements and cash-flow statements for use in completing and filing tax documents.High School Diploma (Required)To view the full job description please visit - If you don't meet the hiring criteria for this role, we still encourage you to apply as you may be able to be considered for similar roles."˜Premier Benefits to Support YOU' Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more!Retirement solution with our 401(k) savings AND pension plan!Paid time off that increases with tenure.ReimbursementAffordable parkingCafeteria and fitness center (including sports leagues)Registered NurseCareer coaching/MentoringIndividualized development plans and career pathingLearn more about who we are visit; /careers/home-office-careers. Western & Southern Financial Group is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Job Title
Senior Tax Compliance Specialist