Sr Tax Analyst

Kansas City, Missouri, United States of America

Finance and Accounting

26007F

Apply now

Sr Tax Analyst

Kansas City, Missouri, United States of America

Finance and Accounting

26007F

Apply now

Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Business unit

Lockton Management, LLC

Schedule

Full-time

Lockton Benefits Offerings

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Workplace

In Office

Your Responsibilities

Lockton’s expanding tax department is seeking a senior level tax analyst to fill a dynamic role that will provide the candidate with significant opportunities for growth. This associate is expected to play an integral role in Lockton’s domestic compliance process and will be expected to assist our tax operations and tax planning teams with strategic data management and analysis, with an emphasis on Lockton’s domestic operations. Our senior analyst will also be relied upon to help us assess and identify opportunities to improve and optimize our tax functions from process, data, and technology perspectives. Consistent with our belief in training and development, this role will offer a candidate the opportunity to expand their technical tax skills in a complex tax environment and enhance their utilization of tax-based technology. This role offers a candidate the creative opportunity to help Lockton shape the future of its global tax function.

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.

Qualifications

•    Bachelor’s degree in Accounting, Finance, Tax, or similar related field. Master’s degree or professional degree in related field preferred
•    2 to 4 years of related work experience in taxation, emphasis on flow-through structures preferred
•    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 the following key areas:
1.    Project prioritization and management
2.    Time management with ability to meet deadlines
3.    Effective oral and written communication with tax and non-tax professionals
4.    Interpersonal skills
5.    Analytical and problem-solving skills
6.    Tax research
7.    Ability to work both independently as well collaboratively in a team environment

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Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Learn more about your Lockton experience

No Agencies Please

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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