Tax Analyst I in Winston-Salem, NC at National General Insurance

Date Posted: 6/18/2019

Job Snapshot

Job Description

Primary Purpose:

Under general direction, responsible for projects associated with the maintenance of tax records and the preparation of all, or specifically assigned, tax returns and related reports including but not limited to federal, state & local, sales & use, excise and premium taxes. Assists with special projects or requests as needed.


Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Actively participate in the compliance functions. Includes assisting with preparation of various returns, initiating payments (check and EFT requests), efiling returns, processing payments and other mailings, updating calendars and other related activities.
  • Actively participate in the quarterly accounting closes. Includes assisting with the calculation of accruals, preparation of journal entries, running required reports, updating account reconciliations and other related activities.
  • Provide administrative support to the VP, Manager and other staff as needed to meet the department’s objectives. These activities include actively participating in major department functions such as preparation of federal return, state tax estimates and returns.
  • Actively participate in the preparation of quarterly GAAP and Statutory tax provision process. Includes calculation of tax adjustments, maintaining deferred tax inventories and tax basis balance sheets, preparation of journal entries, rate reconciliations, footnotes and other related activities.
  • Actively participate in the preparation of the federal consolidated return. Includes calculation of tax adjustments and completing pro forma returns.
  • Assist Manager with various activities related to the sub-consolidated and top consolidated returns, and the return-to-provision reconciliation.
  • Actively participate in the preparation of the multi-State tax returns. Includes preparation of both of separate company and unitary returns, calculation of apportionment, the return-to-provision reconciliation, quarterly account reconciliations and other related activities. Research and respond to various notices received for state revenue departments as well as any related audits.
  • Actively participate in the preparation of the annual premium tax returns. Includes calculation of retaliatory taxes, the return-to-provision reconciliation and other related activities. Research and respond to various notices received for state insurance departments.
  • Other activities include administrator for tax software, primarily Corptax and Premium Pro. Includes running updates, assisting with company profile management, managing staff access, etc.


Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s Degree or equivalent education, training and work-related experience
  • 1 or more years of tax return preparation experience preferably consolidated, multi-state income and franchise tax returns
  • General understanding of accounting concepts and ability to quickly learn/utilize tax software.
  • Demonstrate a sense of urgency, detailed-orientated/attention to detail, and ability to be a productive member of a team
  • Demonstrate excellent written and oral communication skills, time management skills, problem-solving skills; organizational skills
  • Ability to navigate and manage change
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Organization and time management skills are critical for this position
  • High degree of initiative, mature judgment, and discretion



Desired Skills:

  • Bachelor’s degree in accounting, finance or related field of study
  • Insurance tax and previous experience in corporate/public accounting office is highly desirable



Job Requirements


About National General Holdings:

National General Holdings Corp. is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products.

National General is a fast paced, dynamic, and entrepreneurial organization. Our team members live by and exemplify what we call the 4Es. At National General, we are Energized, Engaged, Empowered, and we Execute every day in order to provide an exceptional experience for our customers! We are passionate about our organization and the value that we add every day. A successful candidate with National General will embody the 4Es. Our team is poised to outperform the competition. We are National General Insurance and with us you can be extraordinary! Come join our team!

Companies and Partners

Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.

In addition to a phenomenal career opportunity, National General Insurance offers an excellent benefits package including:

• Paid Training
• Medical, Dental, Vision benefits
• Wellness Programs
• Life and Short/Long Term Disability Insurance
• 401k w/ Company Match
• Company Paid Holidays & Generous Time-off policy
• Employee Discount Program
• Career Advancement and Development Opportunities
• On-site Healthcare Clinic (Winston-Salem and Cleveland offices)
• On-site Fitness Center (Cleveland and Dallas offices)
• Subsidized parking (Cleveland office)

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.

In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.



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