Job Title: Accountant I - Tax/Compliance
FLSA Status: Exempt
Job Family: Finance Reporting
Department: Finance Reporting
Location: Corporate Office (Fort Wayne, IN)
JOB SUMMARY
Responsible for assisting the tax team in providing timely and accurate financial information to management, tax authorities, regulatory agencies, and auditors while being responsive to the needs of internal and external customers. Work with complex data and demonstrate the ability to analyze, interpret, and make decisions based on varying facts and circumstances.
POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Prepare federal, state, and local tax returns and regulatory filings timely and accurately.
- Assist in the preparation of statutory and GAAP tax provisions.
- Assist with a wide range of compliance and risk management initiatives.
- Assist with responding to tax and insurance department authorities.
- Maintain fixed assets for various entities.
- Assist with AI, data analytics and process improvement initiatives.
- Research federal and state tax and compliance requirements.
- Assist with federal and state audits.
- Assist in maintaining the tax and the finance regulatory compliance calendar.
- Complete other projects as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Be a self-starter and be able to work independently within tight deadlines.
- Demonstrate strong time management skills.
- Demonstrate exceptional critical thinking abilities.
- Be detail-oriented and have proficient communication skills.
- Exhibit strong data analytics and process improvement skills.
- Able to research complex topics.
- Effectively interface with external contacts, Brotherhood employees, managers, and department staff members.
EDUCATION AND/OR EXPERIENCE
- Must have a Bachelor’s degree in accounting, finance, or businessadministration with a minimum of an accounting concentration.
- 1 - 2 years of generalbusiness, insurance or related experience is desired.
- Certified PublicAccountant (CPA) designation is desired.
- Chartered Property and Casualty Underwriter (CPCU) designation and/or Associate in Insurance Accounting and Finance (AIAF) designation is desired.
Terms and Conditions
This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.
Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.
Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.