Tax and Insurance Administrator

SUMMARY: The role of Tax and Insurance Administrator encompasses basic accounting, account posting, reconciliation, analysis, assistance with special projects and related clerical duties in the Accounting/Finance area. It involves the preparation and use of various forms, reports, records and systems applications according to specific instruction and defined accounting policies and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

• Assist with submitting and maintaining information on insurance claims.
• Assist with annual insurance application renewals; working internally with different departments to gather information.
• Work closely with insurance consultants to maintain clear and organized workpapers, documents, copies of policies, etc.
• Assist with all internal and external insurance requests.
• Generate organized tax workpapers, reconciliations and other schedules.
• Assist with non-complex Federal and State tax return workpapers.
• Assist in gathering information for ongoing tax examinations and inquiries, as applicable.
• Assist in responding to tax notices received from various governmental agencies.
• Copy and scan tax documents into document storage system, Tax and Insurance Files.
• Assist with submitting payments for tax, insurance, and other associated professional services.
• Assistance with special projects within the Accounting/Finance areas.
• Assistance with scheduling certain meetings.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

EDUCATION

HS Diploma or GED required.

EXPERIENCE

• < 1 Year related experience and/or training preferred.

ADDITIONAL INFORMATION

• Candidates residing in locations within BankUnited's footprint may be given preference.