Lockton · 11 hours ago
Sr Tax Analyst
Kansas City, MO
Full-time
Onsite
Mid, Senior Level
2+ years expLockton, Inc. is the largest privately held independent insurance brokerage in the world. They are seeking a senior level tax analyst to play an integral role in Lockton’s domestic compliance process and assist with strategic data management and analysis.
Auto InsuranceInsuranceRisk Management
Responsibilities
Prepare tax work papers to support the annual income tax filings for federal income tax purposes for all Lockton US entities such as Forms 1120-S and 1065
Facilitate data collection process with Lockton’s accounting and finance teams for quarterly and annual taxable income calculations and identify and implement process improvements
Review income tax return filings prepared by Lockton’s outside tax advisory firm
Manage monthly tax calendar and all other miscellaneous tax filings
Assist in managing communication and delivery of K-1s to Lockton entity partners
Manage the use tax return process with outside tax return preparation providers
Research relevant tax issues, present findings to team
Assist with projects related to management and operational financial statement reporting
Respond to federal, state and local tax audits and inquiries related to tax filings
Preparation and filing of tax election forms
Work on special projects and other duties as assigned, including projects based on the utilization of tax-based technology
Qualification
Required
Bachelor's degree in Accounting, Finance, Tax, or similar related field
2 to 4 years of related work experience in taxation, emphasis on flow-through structures
Proficiency with Microsoft Suite, including MS Excel and Co-Pilot
Demonstrate ability and willingness to learn and innovate through tools such MS Co-Pilot (or equivalent engine), Alteryx, MS Power BI, MS Power Pivot, and MS Power Query
Strong skills in project prioritization and management
Time management with ability to meet deadlines
Effective oral and written communication with tax and non-tax professionals
Interpersonal skills
Analytical and problem-solving skills
Tax research
Ability to work both independently as well collaboratively in a team environment
Preferred
Master's degree or professional degree in related field
Emphasis on flow-through structures
Benefits
Industry-leading health insurance
Generous PTO
401k match
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
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