Senior Tax Analyst

LOCATION:  Hybrid to Summit, NJ office.

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The Tax Analyst at Galway Holdings LP plays a key role in ensuring accurate and compliant tax reporting across various tax types and jurisdictions. This position involves preparing and reviewing tax documents, maintaining forecasting and analytical models, and supporting audits and regulatory inquiries. The analyst collaborates with internal teams and external advisors to manage tax filings, conduct research on tax laws, and contribute to process improvements. Additionally, the role supports M&A integration and tax provision processes, requiring strong analytical skills, attention to detail, and proficiency with tools such as PowerBI and SharePoint.

JOB DUTIES: 
• Prepares or reviews a variety of tax related documents, ensuring accuracy and compliance with applicable guidelines and regulations.
• Prepares / maintains tax forecasting and other analytical models
• Assists in the preparation and distribution of tax forms.
• Responds to notices or audits from states, including preparing materials for submission, coordination over the phone, etc.
• Research, interprets, and understands existing or revised tax codes, laws, or forms.
• Modifies work procedures to reflect changes in tax law or code.
• Coordinates with external advisors and other team members to complete projects and meet deadlines.
• Performs tax reconciliations and determines liability for accounts, divisions, or business units.
• Prepares and maintains tax forecasting models, develops tax analytical models using tools such as PowerBl, and helps with other similar analytical projects.
• Files monthly/quarterly/annual non-income tax returns as required.
• Conducts and documents reviews of workpapers/returns provided by external advisors.
• Collaborates with accounting and finance teams to ensure accurate tax reporting.
• Participates in process improvement initiatives to enhance tax department efficiency.
• Provides support for M&A integration activities, including tax data consolidation and compliance alignment.
• Supports annual and quarterly tax provision process

EXPERIENCE AND EDUCATION: 
• Business or Accounting degree. CPA preferred
• Minimum of 4-5 years of experience in a tax-related function, BIG 4 or in-house
• Experience multiple tax types including corporate tax, partnership tax, state and local tax, sales & use tax highly desirable
• Experience with SharePoint, PowerBi, and other analytical tools preferred
• Strong knowledge of U.S. federal and state tax regulations
• Experience with M&A tax preferred
• Experience with tax provision process and tax accounting preferred

REQUIRED SKILLS:
• Work independently and efficiently in a fast-paced environment
• Proficient in Word, Excel, PowerPoint
• Comfortable with using SharePoint, PowerBi, and other such tools
• Demonstrates ability to research tax matters and documentation of findings and recommendations
• Demonstrates ability to organize and prioritize work
• Pays attention to detail and accuracy
• Strong verbal and written skills
• Problem-solving and analytical thinking skills
• Accounting and research skills. 

COMPENSATION: 

The national average salary for this role is $100 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed MTO for salaried/exempt employees (personal time off without accruals or caps); 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.