Senior, Indirect Tax - Premium Tax

We need to output HTML fragment with sections: About the role? The posting includes description: "As a Premium Tax professional, you will support insurance premium tax compliance activities..." That's about the role. Then "Work you'll do As a Senior in Premium Tax, you'll help insurance clients..." Could be part of responsibilities. We have explicit "Responsibilities Include" list. Then "The Team:" paragraph. Then "Qualifications Required:" list. Then "Preferred" list. Then wage range and incentive program. Also recruiting end date. Also hybrid work model etc. We need sections: maybe About the role, Responsibilities, Qualifications, Benefits? Pay? Schedule? The posting includes wage range (Pay) and incentive program (maybe Benefits). Also hybrid work model (Schedule?). The posting mentions hybrid work model requiring 2-3 days per week in person. That's schedule info. Also travel 10% average. Could be schedule. We must only include sections when posting has real specific content. So we can have:

About the role

...

Responsibilities

• ...

The Team

...

Qualifications

• ...

(maybe separate Required and Preferred? Could combine but we can keep as one list with both required and preferred? Better to separate? The instruction: prefer few substantive sections over many thin ones. Could have Qualifications section containing both required and preferred bullet points. Or we could have Required Qualifications and Preferred Qualifications as subheadings? But they said use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). They didn't list Required vs Preferred. So we can put all qualifications under Qualifications. We also need Pay section: wage range $74,925 to $153,000 and discretionary annual incentive program. That's pay. Schedule: hybrid work model 2-3 days per week in person, travel 10% average. Also recruiting end date maybe metadata; we can drop or put in short p. Benefits: not explicitly mentioned besides incentive program (which is pay). No other benefits like health etc. So we may not include Benefits. We must not include boilerplate like EEO etc. Not present. We must not repeat job title as heading. We must not include Job ID/requisition numbers. We must preserve all substantive information; do not invent or summarize away detail. So we need to include all bullet points from responsibilities, qualifications, etc. Let's extract. About the role paragraph: "As a Premium Tax professional, you will support insurance premium tax compliance activities across multiple jurisdictions. You will apply premium tax technical knowledge, use Premium Pro compliance software, and collaborate with clients and internal teams to deliver accurate, timely, and high-quality work." Also maybe include recruiting end date? That's metadata; we can put in a short p after About the role? But instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. Recruiting end date is minor metadata; we can include in a short p. Work you'll do paragraph: "As a Senior in Premium Tax, you'll help insurance clients manage premium tax obligations, reduce compliance risk, and improve the efficiency of their tax operations. Your combination of technical knowledge, technology experience, and attention to detail will contribute directly to high-quality client delivery." This could be part of About the role or responsibilities. We'll incorporate into About the role maybe. Responsibilities list: bullet points after "Responsibilities Include". Let's list them: - Preparing, reviewing, and filing insurance premium tax returns. - Calculating premium taxes, assessments, fees, and related payments. - Using Premium Pro to prepare filings, manage compliance data, and generate reports. - Reconciling tax workpapers to financial, policy, and premium data. - Researching premium tax rules, filing requirements, exemptions, credits, and apportionment matters. - Monitoring filing calendars and managing competing deadlines. - Responding to tax authority notices and information requests. - Preparing well-organized workpapers supporting calculations and filing positions. - Identifying data issues, compliance risks, and process improvements. - Collaborating with clients, tax professionals, accounting teams, and engagement leaders. - Supporting premium tax audits, special projects, technology implementations, and process improvement initiatives. The Team paragraph: "Our Indirect Tax team, collectively has significant experience with the requirements and nuances of jurisdictions in all 50 states. Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy. You will join a tax team supporting insurance organizations with premium tax compliance, technical research, reporting, and process improvement. The team works across jurisdictions and disciplines to help clients manage complex compliance requirements and improve the quality and efficiency of their tax processes." Qualifications Required list: - Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week - Bachelor's degree in Accounting, Finance, Taxation, Business, or a related field - 3+ years of experience in insurance premium tax compliance or a related tax function - Hands-on experience using Premium Pro. - Working knowledge of premium tax compliance processes and filing requirements. - Strong analytical, research, reconciliation, and problem-solving skills. - Proficiency with Microsoft Excel. - Ability to manage multiple deadlines while maintaining accuracy. - Limited immigration sponsorship may be available - Ability to travel 10%, on average based on the work you do and the clients and industries/sectors you serve - One of the following active accreditations obtained, in process of willing and able to obtain: - Licensed CPA in state of practice/primary office if eligible to sit for the CPA - If not CPA eligible: Licensed attorney - Enrolled Agent Preferred list: - Strong written and verbal communication skills. - Experience with multi-state or multi-jurisdiction premium tax filings. - Familiarity with insurance accounting, written premiums, admitted and non-admitted business, or surplus lines. - Experience responding to taxing authority notices or supporting premium tax audits. - CPA, insurance tax certification, or progress toward a relevant credential. - Experience improving compliance processes or implementing tax technology. Pay section: "The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,925 to $153,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance." We could summarize as Pay: $74,925 - $153,000 base plus discretionary annual incentive. Schedule: hybrid work model 2-3 days per week in person, travel 10% average. Also maybe mention limited immigration sponsorship? That's not schedule. We could include Schedule section with those details. We must not create sections with filler like "commensurate with experience". Not needed. We need to output only HTML fragment. Let's structure:

About the role

As a Premium Tax professional, you will support insurance premium tax compliance activities across multiple jurisdictions. You will apply premium tax technical knowledge, use Premium Pro compliance software, and collaborate with clients and internal teams to deliver accurate, timely, and high-quality work. As a Senior in Premium Tax, you'll help insurance clients manage premium tax obligations, reduce compliance risk, and improve the efficiency of their tax operations. Your combination of technical knowledge, technology experience, and attention to detail will contribute directly to high-quality client delivery.

Recruiting for this role ends on May 31, 2027.

Responsibilities

• Preparing, reviewing, and filing insurance premium tax returns.
• Calculating premium taxes, assessments, fees, and related payments.
• Using Premium Pro to prepare filings, manage compliance data, and generate reports.
• Reconciling tax workpapers to financial, policy, and premium data.
• Researching premium tax rules, filing requirements, exemptions, credits, and apportionment matters.
• Monitoring filing calendars and managing competing deadlines.
• Responding to tax authority notices and information requests.
• Preparing well-organized workpapers supporting calculations and filing positions.
• Identifying data issues, compliance risks, and process improvements.
• Collaborating with clients, tax professionals, accounting teams, and engagement leaders.
• Supporting premium tax audits, special projects, technology implementations, and process improvement initiatives.

The Team

Our Indirect Tax team, collectively has significant experience with the requirements and nuances of jurisdictions in all 50 states. Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy. You will join a tax team supporting insurance organizations with premium tax compliance, technical research, reporting, and process improvement. The team works across jurisdictions and disciplines to help clients manage complex compliance requirements and improve the quality and efficiency of their tax processes.

Qualifications

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
• Bachelor's degree in Accounting, Finance, Taxation, Business, or a related field
• 3+ years of experience in insurance premium tax compliance or a related tax function
• Hands-on experience using Premium Pro.
• Working knowledge of premium tax compliance processes and filing requirements.
• Strong analytical, research, reconciliation, and problem-solving skills.
• Proficiency with Microsoft Excel.
• Ability to manage multiple deadlines while maintaining accuracy.
• Limited immigration sponsorship may be available
• Ability to travel 10%, on average based on the work you do and the clients and industries/sectors you serve
• One of the following active accreditations obtained, in process of willing and able to obtain:
  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
  • If not CPA eligible: Licensed attorney
  • Enrolled Agent
• Strong written and verbal communication skills.
• Experience with multi-state or multi-jurisdiction premium tax filings.
• Familiarity with insurance accounting, written premiums, admitted and non-admitted business, or surplus lines.
• Experience responding to taxing authority notices or supporting premium tax audits.
• CPA, insurance tax certification, or progress toward a relevant credential.
• Experience improving compliance processes or implementing tax technology.

Pay

The wage range for this role is $74,925 to $153,000 base, with eligibility for a discretionary