Responsible for the preparation of GAAP, statutory, and regulatory financial reporting for PacificSource and Subsidiaries and for executing the recurring income tax provision and compliance cycle across a group of affiliated regulated insurance entities operating in multiple states and lines of business. This role reports to the Manager, Accounting & Regulatory Reporting and works under the functional direction of the VP, Controller on tax matters.

Essential Responsibilities:

• Prepare monthly internal GAAP financial statements and the management reporting package for PacificSource and Subsidiaries.
• Prepare quarterly and annual NAIC statutory statements and applicable state-required financial reports for the group's regulated entities.
• Prepare risk-based capital (RBC) calculations, capital projections, and other regulatory filings for applicable entities under supervision of the Manager, Accounting & Regulatory Reporting.
• Consolidate and analyze financial results across the group's entities in support of internal, statutory, and regulatory reporting.
• Contribute substantively to annual external CPA statutory audits and ad-hoc regulatory financial examinations, preparing requested schedules and responding to auditor and examiner inquiries.
• Prepare, review, and post month-end journal entries, including entries supporting consolidation, for internal GAAP and statutory financial statements.
• Maintain and apply specialized statutory (SAP) accounting knowledge and serve as a resource to the broader team.
• Prepare quarterly and annual income tax provisions on both GAAP (ASC 740) and statutory (SSAP 101) bases for the consolidated group, including deferred tax computations, effective tax rate reconciliation, and the statutory deferred tax asset admissibility analysis, under supervision of the VP, Controller.
• Own the income tax compliance workpaper-preparation and engagement-coordination process with external CPA firms: gathering data, preparing supporting schedules, and managing deliverables and timelines for the consolidated federal return and multiple state and local income tax filings across the group's jurisdictions.
• Prepare and coordinate recurring indirect and local tax filings and associated GAAP accruals, including premium tax, sales and use tax, business and occupation tax, and business personal property declarations across applicable jurisdictions.
• Prepare estimated income tax payment calculations and supporting schedules.
• Research and respond to tax notices and agency correspondence, and support tax planning analysis.
• Prepare, review, and post tax-related journal entries and accruals.
• Develop reports and perform validation and user-acceptance testing for Workday changes affecting reporting and tax processes.
• Identify and implement process improvement and automation opportunities across reporting and tax workflows, in partnership with the finance technology function.

Supporting Responsibilities:

• Perform other accounting tasks or projects as needed.
• Responsible for process improvement and working with other departments to improve interdepartmental processes. Utilize lean methodologies for continuous improvement. Utilize visual boards and daily huddles to monitor key performance indicators and identify improvement opportunities.
• Backup other finance functions, specifically preparation, review and posting of month-end journal entries.
• Meet department and company performance and attendance expectations.
• Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.

SUCCESS PROFILE

Work Experience: Minimum of 5 years of progressively responsible accounting experience, including demonstrated ability to independently own complex, recurring deliverables under review. Insurance statutory and regulatory reporting experience strongly preferred. Hands-on income tax provision experience (ASC 740 and/or SSAP 101) strongly preferred. Candidates with deep experience in one of these areas and demonstrated aptitude to develop in the other, with support, will be considered.

Education, Certificates, Licenses: Bachelor’s degree in Accounting or Finance required. CPA license preferred but not required.

Knowledge: Advanced proficiency in Microsoft Excel, including the ability to build, follow, and improve complex, multi-schedule workpapers with accuracy. Demonstrated ability to work independently from established workpapers and processes and to apply strong critical thinking and problem-solving to complex, technical, and unfamiliar subject matter. Familiarity with statutory (SAP) accounting, income tax provision (ASC 740 / SSAP 101), and multi-jurisdiction tax compliance concepts, with the ability to deepen specialized knowledge under expert guidance. Comprehensive understanding of GAAP and general accounting and business practices; proficiency in ERP/accounting software (Workday experience a plus). Ability to define and prioritize problems and to manage a workload spanning multiple concurrent regulatory and tax deadlines with limited direct supervision. Strong organizational skills, attention to detail, and clear written and verbal communication; a coachable team player comfortable being supported by subject-matter experts.

Competencies

Adaptability

Building Customer Loyalty

Building Strategic Work Relationships

Building Trust

Continuous Improvement

Contributing to Team Success

Planning and Organizing

Work Standards

Environment: Work inside in a general office setting or from home with ergonomically configured equipment. Travel is required approximately 5% of the time.

Skills:

Accountability, Collaboration, Communication (written/verbal), Flexibility, Listening (active), Organizational skills/Planning and Organization, Problem Solving, Teamwork

Compensation Disclaimer

The wage range provided reflects the full range for this position. The maximum amount listed represents the highest possible salary for the role and should not be interpreted as a typical starting wage. Actual compensation will be determined based on factors such as qualifications, experience, education, and internal equity. Please note that the stated range is for informational purposes only and does not constitute a guarantee of any specific salary within that range.

Base Range:

$74,601.93 - $126,822.77

Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.

Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.