SUMMARY: The role of Tax and Insurance Administrator encompasses basic accounting, account posting, reconciliation, analysis, assistance with special projects and related clerical duties in the Accounting/Finance area. It involves the preparation and use of various forms, reports, records and systems applications according to specific instruction and defined accounting policies and procedures.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Assist with submitting and maintaining information on insurance claims.
- Assist with annual insurance application renewals; working internally with different departments to gather information.
- Work closely with insurance consultants to maintain clear and organized workpapers, documents, copies of policies, etc.
- Assist with all internal and external insurance requests.
- Generate organized tax workpapers, reconciliations and other schedules.
- Assist with non-complex Federal and State tax return workpapers.
- Assist in gathering information for ongoing tax examinations and inquiries, as applicable.
- Assist in responding to tax notices received from various governmental agencies.
- Copy and scan tax documents into document storage system, Tax and Insurance Files.
- Assist with submitting payments for tax, insurance, and other associated professional services.
- Assistance with special projects within the Accounting/Finance areas.
- Assistance with scheduling certain meetings.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
HS Diploma or GED required.
EXPERIENCE
- < 1 Year related experience and/or training preferred.
ADDITIONAL INFORMATION
- Candidates residing in locations within BankUnited's footprint may be given preference.
Skills Required
- HS Diploma or GED
- Less than 1 year of related experience
BankUnited Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BankUnited and has not been reviewed or approved by BankUnited.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, with medical, dental, and vision options plus disability and life insurance. Wellness programming is described as robust, including incentives, screenings, and on-site fitness facilities at the corporate center.
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Retirement Support — Retirement support includes a 401(k) plan with a company match and relatively quick eligibility after one month. Auto-enrollment and auto-increase features are described, which can help employees build savings consistently.
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Leave & Time Off Breadth — Time-off offerings are described as broad, including a sizable PTO range by level and paid holidays. Additional time-off programs such as volunteer time and flexible/hybrid/remote arrangements are also described for eligible positions.
BankUnited Insights
What We Do
BankUnited, Inc., with total consolidated assets of $35.2 billion at March 31, 2021, is a bank holding company with one wholly owned subsidiary, BankUnited. BankUnited, a national banking association headquartered in Miami Lakes, Florida, provides a full range of banking services to individual and corporate customers through banking centers in Florida and New York. The Bank also provides certain commercial lending and deposit products on a national platform. Here at BankUnited, we endeavor to provide, through experienced lending and relationship banking teams, personalized customer service and offer a full range of traditional banking products and services to both commercial and retail customers.
