Tax Coordinator

About Us

Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd’s of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets. 

Job Description

The Tax Coordinator, working under direct supervision, is responsible for preparing and filing business tax returns accurately and timely with various governmental agencies. This role provides general administrative support to department members and leaders and compiles and analyzes basic information for inclusion in reports, presentations, and communications. This role is also responsible for coordinating with third-party vendors, identifying tax and accounting issues and recommending solutions, processing tax returns for submission to state and local tax jurisdictions, tracking, researching, and responding to tax notices, and managing the tax payment and filing process.

Responsibilities

• Prepares monthly, quarterly, or annual federal and state tax estimates and returns, including preparation, reconciliations, and processing of payment requests.
• Assists Tax Compliance Leader with preparation of monthly, quarterly, or annual federal, state, and local income and franchise tax estimates and returns for all affiliates.
• Performs minor bookkeeping duties including posting monthly journal entries, preparation of account and bank reconciliations, and vendor maintenance setup and updates, under direct supervision.
• Coordinates and supports general office management activities related to the unit/department workspace and new hires.
• Provides administrative support in preparing and enhancing presentations, training documents, job aids, electronic file management, and documents for unit/department team members.
• Maintains and assists with monthly, quarterly, or annual account reconciliations for selected tax and benefit accounts maintained within the tax department.
• Handles the necessary correspondence with taxing authorities on premium tax outstanding tax issues associated for all companies.
• Tracks and analyses refunds including correspondence with state and local governments to ensure that the company has received all refunds due.

Qualifications

• 0-3 years of administrative experience in Tax, or a related field.
• High School Diploma or General Education Diploma (GED) and/or commensurate experience.

Location

Hybrid defined as three or more days per week in the office.

Behavioral Competencies

• Collaborates
• Communicates effectively
• Customer focus
• Decision quality
• Nimble learning