Sr. Accountant - The Baldwin Group

The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we've evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.

At The Baldwin Group, we provide solutions so our clients can pursue what's possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Sr Accountant provides a high-level of accounting support and performs a variety of accounting tasks of complexity and with a high level of confidentiality. They perform a variety of work utilizing judgment within prescribed standards and procedures and supervises the work of a small team of Accounting Analysts. They act as a liaison to our external tax partners and provide support for business processes around income taxes and operational tax support to the business.

PRIMARY RESPONSIBILITIES:

• Prepares, examines and/or analyzes accounting records, financial statements or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.

• Investigates budget variances and provides insightful explanations

• Reviews accounts for discrepancies and reconciles differences.

• Maintains the General Ledger (GL)

• Prepares adjusting journal entries.

• Comfortable consolidating financial results from multiple databases

• Interprets financial records and reports for management

• Assists with the integration of newly partnered firms (M&A)

• Reviews bank and balance sheet reconciliations

• Develop and maintain internal controls

• Owns the close calendar; ensures deadlines are met across the business segment

• Assists with financial audits and quarterly reviews

• Looks for opportunities to improve organizational processes.

• Presents solutions to issues and discrepancies to the appropriate leader

• Communicates with Partners on a quarterly basis regarding estimated tax payments, quarterly income estimates and income tax distributions.

• Prepares other tax returns as necessary including gross receipts, property tax, excise tax, business taxes, and indirect taxes.

• Reviews the general ledger, reconciles the tax accounts, and prepares adjusting journal entries.

• Coordinates with internal stakeholders to organize and manage information needed for quarterly tax provisions and federal and state compliance.

• Coordinates with external service provider to provide required information and supporting calculations; reviews forms and workpapers prepared by provider.

• Responds to tax authority inquiries and successfully resolves federal, state, and local income and franchise tax audits, as applicable.

KNOWLEDGE, SKILLS & ABILITIES:

• Working knowledge of Generally Accepted Accounting Principles (GAAP) related to tax accounting and internal controls for SOX compliance.

• Excellent computer skills in database management and record keeping.

• Moderate to advance knowledge of Microsoft Excel and Outlook.

• Effective written and verbal communication skills.

• Must possess excellent organizational skills.

• Exhibits professional skepticism.

• Must demonstrate the organization's core values, exuding behavior aligned with the firm's culture.

EDUCATION & EXPERIENCE:

• A Bachelor's degree in Accounting preferred.

• 5+ years of accounting experience.

• Experience in Insurance accounting is preferred, but not required.

• Experience with tax accounting for publicly traded companies and corporate income tax is preferred.

IMPORTANT NOTICE:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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