Below are some of the duties. Send resume for review to Matt Ruben (tel:914-944-3111)
e-mail: taxstaffing@gmail.com                  

• Manage the review of the Federal income tax provision for standalone legal entities and Consolidated GAAP reporting. Working knowledge of Interim Tax Reporting (APB 28).
• Preparation of GAAP financial statement footnote disclosures (SEC reporting) and Statutory footnotes (NYS Annual Statement).
• Manage and maintain the Company’s tax basis balance sheet and perform the validation for each legal entity and Consolidation.
• Proficient in SSAP 101 (Statutory Accounting for Income Taxes for Insurance Companies). 
• Responsible for calculating and booking journal entries for GAAP and statutory reporting.
• Responsible for providing audit correspondence, providing necessary requests to successfully close the audit (PwC).
• Manage the review and coordinate the preparation of the U.S. Consolidated Federal Income tax return, which include Non-Life Consolidation, Form 1120, and Form 1120-PC (Property and Casualty Insurance Company Return).
• Manage the review and coordinate the filings of over 100 premium tax return filings for two property and casualty insurance companies in all 50 states. Coordinate refund claim filings with various states as well as handle audit inquiries and abate proposed penalty assessments.
• Assist in audit correspondence and documentation with the Internal Revenue Service as well as state and premium tax audits.
• Responsible for training and managing multiple interns throughout tenure. Organizing and maintaining an electronic tax calendar, which includes but not limited to annual premium tax return filings, estimated payments, quarterly and monthly premium and state filings.