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.