Venbrook Group, LLC
Assistant Controller
ABOUT THE COMPANY
Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook caters to a national client base across myriad industries with divergent needs. Venbrook’s team of experts and industry specialists’ partner with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class insurance products and programs.
Venbrook continues to build partnerships to expand its insurance platform while continuing to invest in its infrastructure and talent. Our culture is derived from the people that create it. We are not different in what we do. We are different in how we do it. Our culture helps us collaborate, unite, and create a diverse workforce. Our people are at the core of our purpose, vision, mission, and values.
Venbrook is headquartered in Los Angeles with various locations across the country. For more information, please visit www.venbrook.com.
JOB SUMMARY
Tax
- Review Income/Franchise tax returns, estimates, and extensions prepared by CPA firms.
- Prepare Legal Entity Trial Balance and supporting information for the tax preparer.
- Process tax payments and withholding remittances.
- Manage various business license renewals, Secretary of State (“SOS”), and LLC fee/tax filings.
- Manage Indirect tax filings including monthly/quarterly sales & use tax, business and occupation tax, and commercial activity tax, etc.
- Process, research and resolve tax notices as needed.
- Provide business units with tax assistance as needed.
Accounting
- Assist with monthly close process.
- Assist with annual audits and preparation of audit schedules.
- Assist with the preparation of financial statements and related footnotes.
- Daily bank activities management.
- Manage corporate credit cards and Concur expense reimbursement.
- Oversee carrier payables, commission payables, and cash receipts.
- Review of payroll, as needed, working in conjunction with Payroll Manager and HR.
- Special projects & reports as needed.
- Assist with ERP implementation.
REQUIREMENTS
- Must have a minimum of 10 years of experience in accounting.
- Five or more years of tax experience; some public accounting preferred.
- Knowledge of tax compliance (indirect tax compliance a plus).
- Familiarity with federal & state C-Corp, partnership & LLC returns, indirect tax-property taxes, sales tax, business license (ASC 740 a plus).
- Ability to prioritize tasks.
- Must be adaptable, responsive, and enthusiastic.
- Must be a self-starter and have the ability to work independently and under supervision.
- Proven track record of building strong working relationships with employees while fostering a cooperative work environment.
- Ability to work collaboratively across departments and functions to design solutions to resolve problems.
- Demonstrates a high standard of ethics.
- Proficiency in Microsoft Office and web applications.
- Results-oriented, driven, and self-motivated.
- Excellent verbal and written communication skills.
- Insurance agency management software experience is a plus.
COMPETENCIES
Consistently and effectively communicates with a diverse spectrum of people across the organization. Effective listening and communication skills to disseminate highly complex information to a varied audience.
Determines steps to obtain the best outcome. Considers short and long-term effects through the decision-making process to ensure all stakeholders are involved.
Aligns and supports goals that promote a client-centric culture. Services the needs of both internal and external clients, understands all performance expectations, is committed to delivering high-quality service, can communicate often, and is responsive to all timely requests. Has a passion for delivering high-quality work.
Ability to work with people, engage other team members, maintain optimism, build relationships, and be resilient and approachable. Leads by example.
Continuously monitors the process and makes recommendations for improvements. Continually assesses the success of claim outcomes and keeps a breadth of the market and industry changes.
Maintains own technical expertise through projects, designations, continuing education, etc. Models learning and growth by having a solid understanding of best practices. Has a working knowledge of position—proven track record of performance.
JOIN US
We aim to be the best, so we hire the best. Our employees are our brand; we want you to be successful and drive business results.
- 401(k) Plan + Employee Match
- Medical, Dental, Vision, Life Insurance
- Short and Long-Term Disability
- Accidental Death and Dismemberment
- Paid Time Off (PTO)
- Paid Holidays
- Paid Sick Leave
- Flexible Spending Account (FSA)
- Professional Development Programs
- Work-life Quality Flexibility
EDUCATION & WORK ENVIRONMENT
Experience & Education
- Bachelor’s Degree in accounting
- Minimum 2-4 years of work experience
- Strong financial analysis skills
- Proficiency in MS Office applications with advanced Excel required
- Strong time-management skills
- Excellent communication and analytical skills
- Public/private background preferred
- Insurance industry experience preferred
Physical Demands
Working Conditions
JOIN US
Email your cover letter and resume, including salary expectations. Include the job title in the subject header to careers@venbrook.com