Senior Tax Analyst
Epic Insurance, Summit, NJ, United States
LOCATION:
Hybrid to Summit, NJ office.
Come join our team!
EPIC Insurance Brokers & Consultants has become one of the fastest‑growing firms in the insurance industry, with over 3,000 employees nationwide and multiple locations across the U.S. Our core values are Owner mindset, Inspire trust, Think big, and Drive results.
Job Overview The Tax Analyst at Galway Holdings LP plays a key role in ensuring accurate and compliant tax reporting across various tax types and jurisdictions. This position involves preparing and reviewing tax documents, maintaining forecasting and analytical models, and supporting audits and regulatory inquiries. The analyst collaborates with internal teams and external advisors to manage tax filings, conduct research on tax laws, and contribute to process improvements. Additionally, the role supports M&A integration and tax provision processes, requiring strong analytical skills, attention to detail, and proficiency with tools such as PowerBI and SharePoint.
Job Duties
Prepares or reviews a variety of tax related documents, ensuring accuracy and compliance with applicable guidelines and regulations.
Prepares / maintains tax forecasting and other analytical models.
Assists in the preparation and distribution of tax forms.
Responds to notices or audits from states, including preparing materials for submission.
Researches, interprets, and understands existing or revised tax codes, laws, or forms.
Modifies work procedures to reflect changes in tax law or code.
Coordinates with external advisors and other team members to complete projects and meet deadlines.
Performs tax reconciliations and determines liability for accounts, divisions, or business units.
Prepares and maintains tax forecasting models and develops tax analytical models using tools such as PowerBI.
Files monthly/quarterly/annual non‑income tax returns as required.
Conducts and documents reviews of workpapers/returns provided by external advisors.
Collaborates with accounting and finance teams to ensure accurate tax reporting.
Participates in process improvement initiatives to enhance tax department efficiency.
Provides support for M&A integration activities, including tax data consolidation and compliance alignment.
Supports annual and quarterly tax provision process.
Experience and Education
Business or Accounting degree. CPA preferred.
Minimum of 4‑5 years of experience in a tax‑related function, BIG 4 or in‑house.
Experience with multiple tax types including corporate tax, partnership tax, state and local tax, sales & use tax highly desirable.
Experience with SharePoint, PowerBI, and other analytical tools preferred.
Strong knowledge of U.S. federal and state tax regulations.
Experience with M&A tax preferred.
Experience with tax provision process and tax accounting preferred.
Required Skills
Work independently and efficiently in a fast‑paced environment.
Proficient in Word, Excel, PowerPoint.
Comfortable with using SharePoint, PowerBI, and other such tools.
Demonstrates ability to research tax matters and document findings and recommendations.
Demonstrates ability to organize and prioritize work.
Pays attention to detail and accuracy.
Strong verbal and written skills.
Problem‑solving and analytical thinking skills.
Accounting and research skills.
Compensation The national average salary for this role is $100,000.00 - $120,000.00 in base pay, exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Benefits
Generous Paid Time off
Managed MTO for salaried/exempt employees (personal time off without accruals or caps); 12 company‑observed paid holidays; 4 early‑close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”.
EEO Statement EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr
Hybrid to Summit, NJ office.
Come join our team!
EPIC Insurance Brokers & Consultants has become one of the fastest‑growing firms in the insurance industry, with over 3,000 employees nationwide and multiple locations across the U.S. Our core values are Owner mindset, Inspire trust, Think big, and Drive results.
Job Overview The Tax Analyst at Galway Holdings LP plays a key role in ensuring accurate and compliant tax reporting across various tax types and jurisdictions. This position involves preparing and reviewing tax documents, maintaining forecasting and analytical models, and supporting audits and regulatory inquiries. The analyst collaborates with internal teams and external advisors to manage tax filings, conduct research on tax laws, and contribute to process improvements. Additionally, the role supports M&A integration and tax provision processes, requiring strong analytical skills, attention to detail, and proficiency with tools such as PowerBI and SharePoint.
Job Duties
Prepares or reviews a variety of tax related documents, ensuring accuracy and compliance with applicable guidelines and regulations.
Prepares / maintains tax forecasting and other analytical models.
Assists in the preparation and distribution of tax forms.
Responds to notices or audits from states, including preparing materials for submission.
Researches, interprets, and understands existing or revised tax codes, laws, or forms.
Modifies work procedures to reflect changes in tax law or code.
Coordinates with external advisors and other team members to complete projects and meet deadlines.
Performs tax reconciliations and determines liability for accounts, divisions, or business units.
Prepares and maintains tax forecasting models and develops tax analytical models using tools such as PowerBI.
Files monthly/quarterly/annual non‑income tax returns as required.
Conducts and documents reviews of workpapers/returns provided by external advisors.
Collaborates with accounting and finance teams to ensure accurate tax reporting.
Participates in process improvement initiatives to enhance tax department efficiency.
Provides support for M&A integration activities, including tax data consolidation and compliance alignment.
Supports annual and quarterly tax provision process.
Experience and Education
Business or Accounting degree. CPA preferred.
Minimum of 4‑5 years of experience in a tax‑related function, BIG 4 or in‑house.
Experience with multiple tax types including corporate tax, partnership tax, state and local tax, sales & use tax highly desirable.
Experience with SharePoint, PowerBI, and other analytical tools preferred.
Strong knowledge of U.S. federal and state tax regulations.
Experience with M&A tax preferred.
Experience with tax provision process and tax accounting preferred.
Required Skills
Work independently and efficiently in a fast‑paced environment.
Proficient in Word, Excel, PowerPoint.
Comfortable with using SharePoint, PowerBI, and other such tools.
Demonstrates ability to research tax matters and document findings and recommendations.
Demonstrates ability to organize and prioritize work.
Pays attention to detail and accuracy.
Strong verbal and written skills.
Problem‑solving and analytical thinking skills.
Accounting and research skills.
Compensation The national average salary for this role is $100,000.00 - $120,000.00 in base pay, exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Benefits
Generous Paid Time off
Managed MTO for salaried/exempt employees (personal time off without accruals or caps); 12 company‑observed paid holidays; 4 early‑close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”.
EEO Statement EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr