Manager of Taxation and Reporting

These are the fundamental components of the job:

• Oversee and manage all tax compliance and related accounting functions
• Work collaboratively with Co-CFO‘s and external CPA firm to prepare/review year-end schedules and coordinate the delivery of tax returns, including payments and quarterly estimated tax payments.
• Complete and file Form 720 Quarterly Federal Excise Tax Return and manage excise tax payments
• Maintain the fixed asset schedule, ensuring proper classification, disposals, and transfers
• Coordinate the 401(k) annual audits and prepare and file the annual Form 5500, partner monthly PTET calculations, quarterly distributions and income projections
• Responsible for certain general ledger accounting functions including daily, weekly, monthly accounting tasks and activities (i.e., profit distributions, intercompany chargebacks, benefits; annually prepares partner benefit statements and maintains monthly journal entry.)
• Prepare, review and electronically distribute all monthly office financial statements
• Support Controller and Manager of FP&A in formulation of internal controls and policies, special projects, and year-end audit preparation. Assigns tasks for project planning and completion
• Maintain monthly, quarterly and yearly audit procedures on commissions using Qlikview to ensure accurate commission payment to partners and producers.
• Analyze, design and implement logical data models within Qlikview that tie back to financial information (i.e., production).
• Create, organize and maintain various financial reports in EPIC (Agency Management System) Crystal Reports, Qlikview, Excel and Access.

Other functions of the job:

• Collaborates with various departments across the footprint
• Expand and grow in your role when supporting miscellaneous duties as requested

Skills / traits that we value for this role:

• College degree of 4-6 years (BS, MBA); CPA preferred
• Minimum of 3-5 years in a similar or related position, some public accounting experience preferred
• In-depth knowledge of federal, state and local tax regulations and compliance requirements
• Strong background in the use of technology: Advanced Excel is a must!
• Experience with working with Salesforce, Epic, Crystal and/or Qlikview preferred
• Ability to work well independently and on a team
• Incredible attention to detail and organizational skills
• Ability to learn quickly, expand tasks to create meaning, and develop knowledge through experience
• Positive attitude, even in a fast-paced environment
• A passion to make customers and coworkers feel important and valued
• Capability to work quickly and efficiently
• Dependability and ability to exercise confidentiality
• Precise communication skills, even under time constraints

A bit about Lawley!

• We are not a call center environment
• We achieve success by building genuine relationships together, with our teams and clients
• We are a family owned insurance broker (nearly 70 years!)
• We are deeply committed to the communities we serve and love to get involved
• We work hard and play hard!!!

Why Lawley?

• Competitive salary and referral bonuses!
• Expansive Benefits (Medical, Dental, Vision—and SO many more)
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
• Company 401K contribution received starting Day 1 (for participants 21 years old)
• Educational support, career development, and growth opportunities
• Job Security (we’ve never had a lay-off, even during the pandemic)
• Flexibility, including hybrid schedules! Business hours 8am-4:30pm
• Comfortable, family-oriented culture, with an emphasis on work life balance
• Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
• Fulfilling opportunities that align with your career path and our business needs

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $84,613.20 to $141,022.00.