Analyze and apply all federal and state statutory withholding requirements, and unclaimed property for all Companies and lines of business. Executing federal and state withholding deposits, and unclaimed property filings and required mailings according to statutory requirements. Recognize, research and recommend resolution to tax withholding issues. Assist with filing of Information Reporting Forms (1099R, 5498, 1042S, 1099LTC,1099MISC,1099INT, Puerto Rico Series). Utilize technology and drive projects in support of regulatory changes, team objectives, and for continuous process improvement. Work with all related Sammons Financial Group Companies' teams across all locations collaboratively reflecting our corporate shared values while maintaining strict confidentiality over appropriate information.
Responsibilities:
• Apply extensive knowledge of Internal Revenue Service (IRS) and State regulations to research and resolve various tax reporting, and unclaimed property issues.
• Accountable for timely and accurate completion of Internal Revenue Service (IRS), all State, and Puerto Rico withholdings filings, including tracking and receiving back of refunds, and balancing of subsidiary accounts.
• Accountable for timely and accurate completion of State Unclaimed Property Filings, maintaining any necessary work papers and subsidiaries.
• Assist in the preparation of Internal Revenue Service (IRS) filings for 1099R, 5498, 1042S, 1099LTC, 1099MISC, 1099INT, Puerto Rico series information reporting forms, including coordination of mailing, printing, and imaging for all Companies.
• Direct communication with regulatory bodies (IRS or State Regulatory bodies) and coordinate with and support communications, including any auditors, in areas of responsibility.
• Communicate effectively with areas outside of Corporate Accounting to identify and implement projects that impact state and federal withholding, unclaimed property, as well as, tax form 1099 Series, 1042S, 5498, Puerto Rico Series, 972CG and CP2100.
• Apply extensive knowledge of Sammons Financial Group technology platforms, programming jobs, or new technology in order to effectively implement changes in the organization that impact federal and state withholding, unclaimed property, and tax form 1099 Series, 1042S, 5498, Puerto Rico Series, 972CG and CP2100.
• Apply knowledge of the Sammons Financial Group entities, business units, chart of accounts, processes and controls in order to effectively implement changes in the organization that impact federal and state withholding and unclaimed property.
• Develop and maintain effective, positive and collaborative working relationships with key stakeholders across the organization including several geographic locations.
• Produce various analytical reports, research items or trends that are unusual and communicate findings to manager.
• Maintain written procedural documentation for all assigned tasks and adhere to written processes and procedures in support of the required internal controls.
• Support the PAIRUP team in special assignments and projects as deemed necessary to meet departmental goals.
• Coach, train, mentor and motivate the activities of other PAIRUP new members.
• The workload may occasionally demand additional work outside of the company's standard 40-hour work week, specifically during tax season.
• Demonstrate collaborative team skills within and outside of Corporate Accounting and the ability to work in a positive fashion toward common organization goals.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Other duties as assigned.
Qualifications:
- Bachelor's Degree in Accounting or relevant business field Preferred
- 2-4 years' experience in accounting or relevant business area Preferred
- High degree of analytical skills and judgment
- Strong organizational skills
- Strong mathematical ability
- Ability to work independently to identify and resolve complex issues
- Ability to prioritize multiple projects and allocate time as needed
- Ability to adapt to change and learn quickly
- Demonstrates effective use of Microsoft Office and company specific software applications
- Desire to attain or further insurance-industry specific skills in tax reporting and product knowledge
- High degree of professionalism, motivation and intellectual curiosity
- Effective written and verbal communication skills; ability to work with and communicate with senior leaders outside of Corporate
- Accounting, external auditors, and other regulatory bodies
Suitability Requirements:
• Criminal background check required.
• FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.
Pay Range:
USD $40,223.00 - USD $75,419.00 /Yr.
Pay Transparency Verbiage:
Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.
Company Information:
• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.
Work Authorization/Sponsorship:
At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Additional Information:
Sammons Financial Group Is An Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.
ADA
Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact [email protected] or call 800-728-2987.
E-Verify
Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.