What are the responsibilities and job description for the Manager of Taxation and Reporting position at Lawley Insurance?
TO APPLY - PLEASE UTILIZE THE FOLLOWING LINK : https : / / www.lawleyinsurance.com / careers / manager-taxation-reporting /
Lawley is in search of an experienced tax accounting professional in Buffalo, NY! This position will be responsible for overseeing and managing all tax compliance and related accounting functions including but not limited to collaborating with CO-CFO’s and an external CPA firm to prepare / review year-end schedules and coordinate delivery of tax returns and payments, maintaining monthly, quarterly, and yearly audit procedures and facilitating various financial reports. Lawley is a family-owned organization with strong core values and an emphasis on work / life balance. This position would include a full package, including benefits, paid parking, hybrid / remote flexibility and a generous holiday and PTO schedule! If you are a strong tax professional, have a Bachelor’s degree and the desire to join one of the best places to work in insurance, please consider applying today!
Fun damental 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 :
Skills / Traits That We Value for This Role :
What’s in It for You?
A bit about Lawley!
Why Lawley?
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.
About Lawley Insurance :
The Lawley MissionLawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. We protect assets and minimize risk to help our customers avoid financial hardship. We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust.We would love to welcome you to our Lawley Family! Take a look at our careers page to get more information on our current openings : https : / / www.lawleyinsurance.com / career-opportunities /
Salary : $84,613 - $141,022
