Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position Leads the premium tax function, which includes managing annual state premium tax returns, periodic municipal returns, tax payments and accruals. Also responsible for preparing property tax returns and business license renewals. Manages Certificates of Authority for life companies, acts as Accounts Payable liaison, and supports general tax department projects. The salary range for this role is $78k - $82k. This role is hybrid (3 in office days and 2 remote days). This role is not eligible for sponsorship now or in the future. Responsibilities & Qualifications Responsibility 1- U.S.

State and Territory Premium Tax Function Manage Compliance:

Prepare and file over 100 annual U.S. state and territory premium tax returns for the two primary life insurance companies.

Calculate Payments:

Compute and schedule accurate, timely estimated premium tax payments throughout the year.

Execute Transactions:

Initiate all tax disbursements in required formats ahead of state and territory deadlines.

Cross-Functional Collaboration:

Work closely with internal departments to obtain financial data and coordinate with IT to ensure all premium tax software updates are performed timely.

Resolve Inquiries:

Respond to and resolve information requests, audits, and official notices from state tax authorities, ass required.

Track Regulations:

Monitor and adhere to state laws, form updates, and filing requirements to ensure continuous compliance.

Maintain Accounting:

Generate monthly/quarterly premium tax and TLF accounting accruals for all life insurance entities. Responsibility 2 -

Municipal Premium Tax Function Lead Municipal Compliance:

Prepare quarterly Kentucky municipal tax returns and execute annual municipal tax filings for jurisdictions across Georgia, Florida, Alabama, and Louisiana.

Manage Reconciliations:

Prepare annual reconciliations of municipal returns and remit payments to the Kentucky Department of Insurance.

Execute Transmissions:

Mail annual reconciliations to Kentucky local governments and transmit data electronically to the Kentucky Department of Insurance.

Process Journal Entries and Disbursements:

Generate and provide to Accounts Payable quarterly journal entry uploads for all municipal tax payments and coordinate with the cash room to ensure all payment remittances and physical checks are accurately sorted, packaged, and mailed ahead of deadlines.

Resolve Tax Inquiries:

Serve as the primary point of contact to resolve information requests and official notices from local taxing authorities.

Monitor Local Statutes:

Monitor and adhere to local laws, form updates, and filing requirements. Responsibility 3 -

Personal Property Tax Reporting & Volume of Business Tax Reporting Manage Property Compliance:

Prepare, finalize, and file accurate personal property tax returns and extension requests across key jurisdictions, including Gwinnett County, Roswell/Fulton County, and multiple regional locations across various states and Puerto Rico.

Analyze Asset Data:

Request and review fixed asset reports from internal department to create workpapers required for property tax filings.

Administer Tax Disbursements:

Oversee the review, validation, and timely processing of all personal property tax invoice payments to prevent late fees.

Resolve Authority Inquiries:

Function as the central point of contact to investigate and resolve formal notices and information requests from various local tax jurisdictions.

Coordinate Puerto Rico Filings:

Prepare workpapers, returns, and payments for the Puerto Rico Volume of Business (VOB) tax, collaborating directly with local personnel to guarantee compliant delivery of returns and extensions. Responsibility 4 - Certificate of Authority Renewal /

Other Non-Tax Filings and Payments Licensing Renewals:

Prepare and execute approximately 100 annual Certificate of Authority renewals for the two primary life insurance companies, ensuring accurate and timely processing of associated licensing fees.

Maintaining Records:

Maintain/store the original and/or the current certificate of authority for approximately 100 jurisdictions

Manage Statutory Assessments:

Oversee non-tax insurance filings, including guaranty fund, general life insurance, and health assessments, and coordinate other vendor disbursements requested by the SVP of Tax.

Ledger Data:

Track and reconcile all non-tax filing payments to guarantee accurate general ledger classification and appropriate treatment on state premium tax returns.

Resolve Regulatory Notices:

Act as the primary liaison to respond to inquiries, data requests, and formal notices from various state Departments of Insurance regarding corporate licensing.

Track Legal Updates:

Monitor state statutory laws, premium tax form revisions, and procedural updates to safeguard corporate standing.

Cross-Functional Compliance:

Communicate with the internal compliance team to provide information requests and verify that all regulatory tax filings and obligations meet legal deadlines. Responsibility 5 - Crossover Responsibilities /

State Income Tax Returns and Tax Accounting Assistance Manage State Tax Allocation:

Input state apportionment data into corporate income tax software to ensure multi-jurisdictional allocation.

Analyze Statutory Instructions:

Read, understand and implement updated/new income tax return instructions for each assigned jurisdiction to maintain filing accuracy.

Income Returns:

Draft and compile assigned state income tax returns and assist with in the processing and submission.

Accounting Journal Entries:

Generate and post journal entries for

U.S. GAAP

income tax provisions, and TLF, as directed.

Ledger Queries:

Query general ledger accounts and extract financial datasets to support ongoing tax reporting. Responsibility 6 -

Business License Renewal Gather Data:

Collaborate with other internal departments to extract data required for mandatory business license renewals.

Execute County Filings:

Prepare and submit annual Gwinnett County business license renewal applications for several business units.

Administer Licensing Fees:

Manage and process all associated Gwinnett County business license renewal fees to maintain uninterrupted operations.

FLSA status:

This position is exempt (not eligible for overtime pay):

Yes Our Benefits:

Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Spending Account & Health Savings Account Professional development Tuition reimbursement Company-sponsored social and philanthropy events It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws. At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Primerica is a leading provider of financial products and services to middle-income families in the U.S. and Canada. Since 1977, Primerica has helped millions of middle-income households protect their families and save for the future. We insure over 5.5 million lives and have approximately 3.0 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 2,800 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica's mission in creating more financially independent families and supporting over 151,000 licensed financial representatives across the U.S. and Canada. The Company's competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 13 years. Awards and Recognitions Newsweek's America's Greatest Workplaces USA Today's Top Workplaces USA Atlanta Journal-Constitution's Top Workplaces Forbes America's Best Insurance Companies #1 Most Trusted Life Insurance Company by Investor's Business Daily #3 Most Trusted Financial Company by Investor's Business Daily Our stock is traded on The New York Stock Exchange under the symbol "PRI." If you need help with any part of the application process, please email Recruiting@primerica.com. www.primerica.com

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