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Tax Compliance & Financial Reporting Manager

WESTERN & SOUTHERN FINANCIAL GROUP, INC.
Cincinnati, OH
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Western & Southern’s complete Tax Function is currently outsourced to ...
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Summary
About the job:
external contractors. This position will manage those contractors on a day-to-day basis in order to perform the following tasks: managing the Enterprise’s income, premium and sales tax compliance and reporting; state and local tax audits; tax cash-flow planning and projections; and research on various assignments received from Management. Directs, reviews and approves all state and local returns for Western & Southern Financial Group to include all life and non-life subsidiaries, Employee Benefit Plans and tax-exempt...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Accountants and Auditors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
4
apply
Detailed Job Information

Senior Tax Compliance Specialist

WESTERN & SOUTHERN FINANCIAL GROUP, INC.
Cincinnati, OH
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Working independently, prepares state and local tax compliance for various ...
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Summary
About the job:
life and non-life corporate and joint venture entities. Assists in tax research that may arise during tax compliance preparation (e.g., due date and estimate requirements), and prepares and assembles state, county, municipal and other miscellaneous state and local taxes. Prepares supplemental schedules that are required for the annual statement. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when necessary and updating management on a regular...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Accountants and Auditors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
4
apply
Detailed Job Information

Finance & Accounting Analyst

WESTERN & SOUTHERN FINANCIAL GROUP, INC.
Cincinnati, OH
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Summary of Responsibilities: The Finance & Accounting Analyst position ...
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Summary
About the job:
provides business planning and analysis for Fort Washington Investment Advisors (FWIA). Functions include reviewing and approving all quarterly and annual financial statements for FWIA’s investment partnerships, coordinating all aspects of the external audit of each partnership, coordinating all internal and compliance audits, and managing the relationship with the external accountants and auditors. The individual is responsible for the valuation of direct and fund investments according to ASC 820 and reviewing and...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Accountants and Auditors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
4
apply
Detailed Job Information

Case Consultant

WESTERN & SOUTHERN FINANCIAL GROUP, INC.
Cincinnati, OH
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Summary of Responsibilities: Analyzes, researches and completes a thorough ...
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Summary
About the job:
review and processing of applications submitted for new fixed and variable annuity contracts. Analyzes, researches and completes financial contract requests (withdrawals, trades, etc.) and death claim functions for variable and fixed annuity products. Supports these functions for all annuity products distributed by Western & Southern, IFS, Columbus Life, Integrity Life, National Integrity Life and third-party affiliates. Prioritizes and conducts functions to fulfill client and representative requests in a timely and...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Certified Public Accountant
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Sales Operation Support Specialist

WESTERN & SOUTHERN FINANCIAL GROUP, INC.
Cincinnati, OH
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Summary of Responsibilities: Contributes to the productivity and ...
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Summary
About the job:
profitability of our field force by researching, analyzing and resolving Field Sales Representative’s sales and support requests via inbound and outbound phone calls and emails. Provides agents with superior service through support on underwriting status, service-related inquiries, forms processing and user assistance. Acts as a liaison between the Field Representatives and the Home Office. Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Senior Case Analyst

WESTERN & SOUTHERN FINANCIAL GROUP, INC.
Cincinnati, OH
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Summary of Responsibilities: Analyzes, researches, interprets and authorizes ...
Details
Summary
About the job:
nonforfeiture options, premium income, second-level unique contract changes and New Business applications. Responsible for making informed decisions and manually calculating fund values for interest-sensitive products. Fosters and supports associates at the Processor, Specialist and Analyst levels to ensure accuracy and provide training when necessary. Must possess a complete understanding of accounting controls. Provides superior-level support to clients, agents, district offices and internal customers. Works with...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Accountants and Auditors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
4
apply
Detailed Job Information

Business Systems Analyst

WESTERN & SOUTHERN FINANCIAL GROUP, INC.
Cincinnati, OH
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Provides technical systems expertise in support of the development, ...
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Summary
About the job:
implementation and testing of multi-disciplined, cross-departmental activities to support B2B and B2C. Provides detailed technical business analysis for small to medium Enterprise technology solutions. Leverages strong knowledge of life insurance and annuity product design and sales processes to design solutions that meet stated business needs. Interviews stakeholders to create functional requirements and communicates those requirements to solution/development teams through the software development life cycle (Agile,...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Computer Systems Analysts
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Agile Analysis Certification
Certification Of Capability In Business Analysis
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Team Lead - Financial Services

WESTERN & SOUTHERN FINANCIAL GROUP, INC.
Cincinnati, OH
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Summary of Responsibilities: Coordinates workflow and monitors activities to ...
Details
Summary
About the job:
assist management in ensuring efficient, timely and accurate processing of transactions that meet established service standards. Has responsibility for coordinating the training of department associates. Conducts quality control functions within the department, and provides management with timely feedback and statistical data. Handles complex requests or problem situations. Represents the department on new product implementation committees. The Team Lead also stays current with Company operating procedures and policy...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
First-Line Supervisors of Office and Administrative Support Workers
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA / NASD Series 6
Financial Industry Regulatory Authority
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Programmer (Cobol)

WESTERN & SOUTHERN FINANCIAL GROUP, INC.
Cincinnati, OH
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Summary of Responsibilities: Produces or modifies computer programs of ...
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Summary
About the job:
simple to moderate complexity using the prescribed computer programming languages on various hardware (personal computers, Mainframe, client server, etc.). Develops an understanding of assignments including the business functions to the point of being productive beyond the scope of his/her specific program assignments. Has contact with many levels of personnel throughout Western & Southern Financial Group (W&SFG) to develop definitions for programs and review results of the programs. Works with some supervision and is...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Computer Programmers
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

Internal Wholesaler - Fi/Bd

WESTERN & SOUTHERN FINANCIAL GROUP, INC.
Cincinnati, OH
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Summary of Responsibilities: Partners with Regional Vice President (aka ...
Details
Summary
About the job:
external wholesaler) or National Account Managers (NAMs) to strategically manage territory; places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis. Position Responsibilities: - Proactively initiates calls within assigned territory to market...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
First-Line Supervisors of Non-Retail Sales Workers
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA / NASD Series 6
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information
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