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PacificSource is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age. PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person’s talents and strengths.

Responsible for the preparation of GAAP, statutory, and regulatory financial reporting for PacificSource and Subsidiaries and for executing the recurring income tax provision and compliance cycle across a group of affiliated regulated insurance entities operating in multiple states and lines of business. This role reports to the Manager, Accounting & Regulatory Reporting and works under the functional direction of the VP, Controller on tax matters.

Essential Responsibilities:

• Prepare monthly internal GAAP financial statements and the management reporting package for PacificSource and Subsidiaries.
• Prepare quarterly and annual NAIC statutory statements and applicable state-required financial reports for the group's regulated entities.
• Prepare risk-based capital (RBC) calculations, capital projections, and other regulatory filings for applicable entities under supervision of the Manager, Accounting & Regulatory Reporting.
• Consolidate and analyze financial results across the group's entities in support of internal, statutory, and regulatory reporting.
• Contribute substantively to annual external CPA statutory audits and ad-hoc regulatory financial examinations, preparing requested schedules and responding to auditor and examiner inquiries.
• Prepare, review, and post month-end journal entries, including entries supporting consolidation, for internal GAAP and statutory financial statements.
• Maintain and apply specialized statutory (SAP) accounting knowledge and serve as a resource to the broader team.
• Prepare quarterly and annual income tax provisions on both GAAP (ASC 740) and statutory (SSAP 101) bases for the consolidated group, including deferred tax computations, effective tax rate reconciliation, and the statutory deferred tax asset admissibility analysis, under supervision of the VP, Controller.
• Own the income tax compliance workpaper-preparation and engagement-coordination process with external CPA firms: gathering data, preparing supporting schedules, and managing deliverables and timelines for the consolidated federal return and multiple state and local income tax filings across the group's jurisdictions.
• Prepare and coordinate recurring indirect and local tax filings and associated GAAP accruals, including premium tax, sales and use tax, business and occupation tax, and business personal property declarations across applicable jurisdictions.
• Prepare estimated income tax payment calculations and supporting schedules.
• Research and respond to tax notices and agency correspondence, and support tax planning analysis.
• Prepare, review, and post tax-related journal entries and accruals.
• Develop reports and perform validation and user-acceptance testing for Workday changes affecting reporting and tax processes.
• Identify and implement process improvement and automation opportunities across reporting and tax workflows, in partnership with the finance technology function.

Supporting Responsibilities:

• Perform other accounting tasks or projects as needed.
• Responsible for process improvement and working with other departments to improve interdepartmental processes. Utilize lean methodologies for continuous improvement. Utilize visual boards and daily huddles to monitor key performance indicators and identify improvement opportunities.
• Backup other finance functions, specifically preparation, review and posting of month-end journal entries.
• Meet department and company performance and attendance expectations.
• Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.

SUCCESS PROFILE

Work Experience: Minimum of 5 years of progressively responsible accounting experience, including demonstrated ability to independently own complex, recurring deliverables under r