Reporting Accountant

Job Description

Job Description

Statutory Accountant

Are you an accountant who enjoys digging into the details, solving discrepancies, and making sure everything ties out?

Our client, a growing financial services firm, is looking for a Statutory Accountant to join its Finance and Regulatory team. This is a great opportunity for an accounting professional who wants to expand beyond traditional GL accounting and develop valuable expertise in insurance accounting, statutory reporting, premium tax, multi-state compliance, and regulatory finance.

You'll have ownership of key accounting and regulatory responsibilities while working closely with Finance, Regulatory, Investment, tax, and audit partners.

What You'll Do

• Prepare premium tax filings and payments across multiple states.
• Manage quarterly and annual municipal and state tax filings.
• Prepare statutory and regulatory filings for state insurance departments and other regulatory organizations.
• Maintain tax and regulatory filing calendars and keep deadlines on track.
• Research changing state requirements and maintain accurate filing procedures.
• Prepare journal entries, accruals, account reconciliations, and month-end close support.
• Reconcile premium taxes, fees, assessments, guarantee funds, and other assigned GL accounts.
• Review premium, surcharge, fee, and tax reports and investigate discrepancies.
• Support quarterly reserve processes, including earned premium, reinsurance, claims, and reserve reporting.
• Maintain custodian bank statements, pledged security schedules, and investment-related reporting.
• Coordinate with external tax advisors, investment accounting providers, custodian banks, and auditors.
• Prepare and distribute quarterly and annual financial statements.
• Support internal and external audits and respond to documentation requests.
• Review corporate credit card activity and GL coding through Concur.
• Assist with special projects, reporting, and financial analysis as needed.

What We're Looking For

• 2+ years of accounting, financial analysis, or related experience
• Bachelor's degree in Accounting, Finance, Business, or a related quantitative field preferred
• Strong general ledger, reconciliation, and journal-entry experience
• Strong analytical and problem-solving skills
• Excellent attention to detail and organization
• Ability to juggle multiple priorities and meet firm regulatory deadlines
• Strong written and verbal communication skills
• Ability to work independently while collaborating across teams
• Advanced Excel skills, including PivotTables and VLOOKUP/XLOOKUP; macros are a plus

Even Better If You Have Experience With

• Property & Casualty insurance
• Statutory accounting / NAIC reporting
• Insurance premium tax
• Multi-state tax compliance
• State insurance department filings
• Insurance regulatory reporting
• Guarantee fund accounting and assessments
• Investment or custodian bank reporting
• Month-end and quarter-end close
• Insurance accounting or regulatory reporting systems

Why Join?

This isn't just another month-end accounting position.

You'll get exposure to the intersection of accounting, insurance, tax, investments, and regulatory compliance while developing a specialized skill set that can open doors throughout the insurance and financial services industry.

If you're a strong accountant who enjoys researching, reconciling, problem-solving, and taking ownership of deadlines, this could be an excellent next step in your career.