AAA Life Insurance Company
Healthcare Insurance • Finance • Insurance
AAA Life Insurance Company is a provider of various life insurance products, including Term Life Insurance, Whole Life Insurance, Universal Life Insurance, and Accident Insurance. They also offer annuities and a range of resources to help customers understand their insurance needs. With a focus on customer support and education, AAA Life Insurance Company aims to simplify the process of obtaining life insurance and offer tailored solutions to protect the financial future of individuals and their families.
501 - 1000 employees
Founded 1969
⚕️ Healthcare Insurance
💸 Finance
Tax Specialist
Job not on LinkedIn
November 7
AAA Life Insurance Company
Healthcare Insurance • Finance • Insurance
AAA Life Insurance Company is a provider of various life insurance products, including Term Life Insurance, Whole Life Insurance, Universal Life Insurance, and Accident Insurance. They also offer annuities and a range of resources to help customers understand their insurance needs. With a focus on customer support and education, AAA Life Insurance Company aims to simplify the process of obtaining life insurance and offer tailored solutions to protect the financial future of individuals and their families.
501 - 1000 employees
Founded 1969
⚕️ Healthcare Insurance
💸 Finance
📋 Description
• Operating within the core values and operating principles of the organization, analyzes, prepares, reviews, and files premium tax returns, state insurance filings, and state annual reports in accordance with corporate directives, Internal Revenue Service, state tax and insurance laws, and other regulatory requirements. • Prepare estimated monthly, quarterly, and annual premium tax returns and withholding returns to state governments. • Conduct research to determine guaranty offsets for premium tax filings, and track and maintain payments and related credits. • Prepare miscellaneous statutory state reports for regulatory state departments. • Conduct research to determine proper forms and filing deadlines for state reporting. • Prepare account reconciliations to maintain Model Audit Rule compliance. • Prepare journal entries in accordance with statutory accounting principles & generally accepted accounting principles.
🎯 Requirements
• Bachelor’s degree in Accounting, Finance, Business Administration, or related field required. • Minimum 3 years of experience in corporate or state tax compliance, preferably in the life insurance industry. • ALMI or FMLI designation a plus; Notary Public designation desirable. • Proficiency in premium tax preparation and filing, state annual report submissions, and guaranty fund assessments. • Strong understanding of state withholding requirements, statutory accounting principles, and GAAP journal entries. • Skilled in Microsoft Excel, Word, and Access; experience with tax compliance or reporting software preferred. • Ability to analyze data, reconcile accounts, and maintain accurate records across multiple entities and jurisdictions.
🏖️ Benefits
• Health insurance • Retirement plans • Paid time off
Apply NowSimilar Jobs
November 7
Tax Senior Associate ensuring compliance for 22,000+ funds at Belltower Fund Group. Analyzing fund activity, preparing tax returns, and collaborating across teams.
November 7
Tax Senior preparing and reviewing tax returns for individuals and businesses. Collaborating directly with clients while ensuring compliance and accuracy during tax season.
November 6
Learn to start and scale your own tax company with Blueprint University. Build a team and manage processes for generating income without filing returns.
November 6
U.S. Tax Preparer for a leading provider of specialized tax services handling Form 1040. Collaborating with clients and professionals to ensure compliance and accuracy in tax preparation.
November 5
Senior Tax Manager/Director managing tax compliance and consulting at CPA firm. Leading the start-up of the Phoenix office and supervising staff in a remote work setup.