- Prepare and/or review Statutory income tax accounting, reporting, and investment tax adjustments.
- Manage state and local tax compliance, including Premium, Municipal, Sales and Use, Income, Franchise, Property, and Excise taxes.
- Oversee the outsourcing process with accounting firms for state tax compliance.
- Maintain tax technology systems, including configuration, upgrades, troubleshooting, and automation initiatives.
- Collaborate with internal teams and external vendors to enhance tax operational efficiency and system reliability.
- Conduct tax research and prepare quarterly management reporting for state and local tax obligations.
Microsoft Excel