Treasury and Tax Associate

    • Chilliwack, Canada

Join a Winning Team at HUB International
When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 12,000 professionals in 450 offices across North America. You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB's entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!
Essential Duties:

  • Support Treasury with a wide range of clerical activities
  • Assist Treasury Department with calculations and research relating to the management of HUB investing, trust positions and disbursement activities
  • Assist with maintenance of Treasury department internal and external reports and analyses
  • Support the FTNI/ETRAN processes and related users
  • Provide support for the HUB Travel Card Program, including new credit card setup, managing disputes, follow-up on fraud alerts and rebate tracking/reporting.
  • General Treasury support for tasks such as opening of new accounts and setting up banking services for new offices
  • Help in the analysis, reconciliation and reporting of actual versus expected g/l postings for bank fees, investments and debt activities
  • Support Treasury special projects
  • Provide general Treasury support to HUB field locations and other internal HUB departments
  • Collect, organize, and process tax-related mail
  • Monitor tax e-mail inbox
  • Assist in preparation and payment of non-income tax related returns and filings, including gross receipts tax, sales and use tax, and personal property taxes
  • Assist with resolving notices from various taxing authorities
  • Communicate with colleagues from local and regional offices in order to collect required information for use in various tax filings
  • Monitor tax-department filing calendar and tracker for due dates and payments of taxes
  • Run reports using Oracle and Hyperion financial reporting software, as well as Smartview Excel Add-in
  • Assist in preparation and preparation of federal and state income tax returns (including use of Onesource Income Tax software)
  • Other duties as needed
Requirements:
  • 2 to 4 years of college preferred (preferably, with an Associates and/or Bachelor's degree attained)
  • 1-year Treasury and/or banking experience preferred
  • 1-3 years' Insurance industry experience preferred
  • Working knowledge of Microsoft Excel, Word and Outlook skills
  • Strong data analysis and problem-solving abilities
  • Strong communication skills and attention to detail
  • No previous tax experience required, but tax exposure would be helpful
  • Excellent organizational skills, especially in a paperless/low-paper usage environment
  • Able to work independently as well as with a team primarily located in other offices
#LI-SK
Department Accounting & Finance
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: Some college (no degree)

HUB International provides property and casualty, life and health, employee benefits, and investment and risk products as an insurance brokerage with offices around the globe.

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