What are the responsibilities and job description for the Tax Analyst position at West Bend Insurance Company?
Company Overview
Recognized as a Milwaukee Journal Sentinel Top Workplace for 12 consecutive years, including three years of being honored as number one! Join us at West Bend, where we believe that our associates are our greatest asset. We hire talented individuals who are conscientious, dedicated, customer focused, and able to build lasting relationships. We create and maintain an environment where you feel a sense of belonging and appreciation. Your diversity of thought, experience, and knowledge are valued. We’re committed to fostering a welcoming culture, offering you opportunities for meaningful work and professional growth. More than a workplace, we celebrate our successes and take pride in serving our communities.
Job Summary
Summary of Responsibilities
Collects and analyzes financial information for assigned accounts, products or product lines, or business units to track the organization's progress against financial goals. Reports current or expected financial performance and creates financial models to guide decision making. Analyzes key metrics from financial records including expenditures, revenue, depreciation, tax, and investments, to make recommendations for action and/or modifications regarding financial procedures, plans, and controls. Assists in the preparation of the annual budget, monthly forecasts, and tax filings. Assists with developing automated reporting and forecasting tools for more efficient use of data.
Responsibilities & Qualifications
Preferred Experience and Skills
- 2-4 years of experience accounting or finance
- Knowledge of Excel
- Analytical abilities
- Knowledge of financial systems, ex. OneStream or Hyperion
Preferred Education and Training
- Bachelor’s degree in accounting or finance, or equivalent combination of education and experience.
- CPCU or other insurance designations
INDSP
#LI-BW1
EEO
West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.
