Senior Tax Analyst

Posted 9 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Senior level
Insurance
The Role
Prepares and files state and local corporate tax returns, supports quarterly and annual tax provisions, assists with audits and notices, researches tax issues, monitors legislative changes, and ensures timely tax payments and compliance. The role also coordinates with external advisors and tax authorities and responds to customer-related state tax inquiries.
Summary Generated by Built In

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The Tax Senior Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research. The Tax Senior Analyst will work closely with various departments to provide support and ensuring accurate and timely tax filings.

CRC Group is a leading, independent pure-play brokerage and underwriting specialty insurance distributor.  Our culture puts people first, prioritizing long-term relationships, ethical decision-making, and continuous improvement. As a result of listening to our employees, CRC Group earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified! If you want to work for a company where employees are valued and growth is encouraged, CRC Group could be the place.


JOB SUMMARY

The Senior Tax Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research.  The Senior Tax Analyst will work closely with various departments to provide support and ensure accurate and timely tax filings.


KEY RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 

  • Prepare state and local corporate tax returns and informational reporting.
  • Assist with the preparation of the quarterly and annual tax provision (current and deferred) for the relevant legal US.
  • Assist with income tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies.
  • Coordinate with external advisors and tax authorities to address tax issues and ensure compliance with state and local tax requirements.
  • Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes.
  • Ensure timely and accurate payment of state and local taxes monthly, quarterly or annually
  • Research state and local tax issues including nexus determinations
  • Respond to inquiries and provide support for customer-related state tax issues, including exemption certificates, business licenses, W-9, and taxability questions.

 

EDUCATION AND EXPERIENCE

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s Degree in Accounting, Finance, or a related field required; Master’s Degree preferred.
  • Minimum of 2-3 years of experience in tax compliance, preferably in a corporate environment.
  • Experience with tax research and tax planning.
  • Experience with Thomson Reuters ONESOURCE and Checkpoint

CERTIFICATIONS, LICENSES, REGISTRATIONS

  • Certified Public Accountant (CPA) or equivalent certification (preferred).

FUNCTIONAL SKILLS

  • Proficiency in tax software and Microsoft Office Suite.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple projects and meet deadlines.
  • Detail-oriented with a high level of accuracy.

 

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Skills Required

  • Bachelor's degree in Accounting, Finance, or a related field
  • 2–3 years of experience in tax compliance, preferably in a corporate environment
  • Experience with tax research and tax planning
  • Experience with Thomson Reuters ONESOURCE and Checkpoint
  • Master's degree
  • Certified Public Accountant (CPA) or equivalent certification
  • Proficiency in tax software and Microsoft Office Suite
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to manage multiple projects and meet deadlines
  • Detail-oriented with a high level of accuracy

CRC Insurance Services Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CRC Insurance Services and has not been reviewed or approved by CRC Insurance Services.

  • Leave & Time Off Breadth — Time off is described as generous, with paid holidays, vacation, sick days, and new parent leave offered. PTO and well‑being hours are often highlighted as standouts.
  • Retirement Support — Retirement support includes a 401(k) plan with a company match and tax‑advantaged savings accounts. Feedback suggests these elements provide steady long‑term value.
  • Strong & Reliable Incentives — Bonuses, including year‑end awards and incentive pay in some roles, are presented as a meaningful part of total compensation. Feedback suggests production‑linked roles can realize notable bonus upside.

CRC Insurance Services Insights

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The Company
HQ: Charlotte, NC
2,066 Employees
Year Founded: 1982

What We Do

CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.

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