Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jessica Larson

Palmyra,NJ

Summary

Strategic and detail-oriented Tax Manager specializing in federal and state taxation for insurance entities, including life (1120-L), non-life (1120-PC), and standard corporations (1120). Proven expertise in leading complex tax compliance and provision engagements for large insurance clients, interpreting statutory accounting (SSAP 101) and GAAP (ASC 740) requirements. Adept in managing consolidated returns, multistate filings, and return-to-provision (RTP) processes. Known for streamlining processes through Power Query automation and mentoring teams on insurance-specific tax matters to ensure accuracy, efficiency, and regulatory compliance.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Federal Corporate Insurance Tax Manager

Ernst & Young
08.2024 - Current
  • Reviewed complex federal income tax returns specific to the insurance industry, including Forms 1120-PC, 1120-L, and 1120, ensuring accuracy, timely filing, and compliance with life and non-life insurance tax regulations.
  • Audited large-scale Statutory and GAAP financial statements for multinational clients, ensuring compliance with regulatory requirements and identifying key tax implications across complex financial reporting structures.
  • Mentored and trained junior staff on industry-specific topics, such as tax treatment of reserves, insurance tax provisions, and statutory-to-tax return reconciliations.
  • Reviewed deferred tax asset/liability calculations under SSAP 101 and ASC 740, ensuring proper treatment of temporary differences unique to insurance industry
  • Developed strong client relationships by consistently delivering high-quality service and prompt communication.
  • Created training materials and led educational sessions for colleagues on emerging tax topics or regulatory changes that may affect the organization''s operations.

Senior Tax Accountant

Ernst & Young
09.2022 - 08.2024
  • Reviewed financial reports to correctly ascertain taxation and statement requirements.
  • Actively monitored changes in industry legislation, ensuring both firm-wide and individual client compliance with new requirements as they arose.
  • Spearheaded internal training initiatives for junior associates, fostering professional development and enhancing the overall quality of service provided to clients.
  • Collaborated with cross-functional teams to identify and resolve complex tax issues, ensuring compliance with applicable regulations.
  • Managed multiple high-priority projects simultaneously, meeting strict deadlines while maintaining attention to detail and accuracy.

Staff Tax Accountant

Ernst & Young
01.2020 - 08.2022
  • Audited client financial records to determine tax liability.
  • Prepared federal and state income tax returns for large scale banking and insurance corporations.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
  • Leveraged Alteryx, spreadsheets and databases to provide supporting documentation for schedules and journal entries.
  • Researched and provided summary memos on technical tax issues at request of partners and clients.

Education

MBA - Business Administration

Caldwell University
Caldwell, NJ
07.2020

Bachelor of Science - Accounting

Bloomfield College
Bloomfield, NJ
05.2019

Skills

  • Insurance Tax Expertise: 1120-PC, 1120-L, 1120-C, Life & Non-Life Consolidated Return, SSAP 101, ASC 740
  • Tax Compliance & Provision: Federal/state income tax returns, consolidated filings
  • Regulatory Knowledge: NAIC statutory accounting, IRS insurance-specific regulations, multistate apportionment rules
  • Technology & Automation: Power Query, Power BI, Microsoft Excel (advanced), Tax compliance software (OneSource, GoSystems)
  • Process Improvement: Workflow automation, return standardization
  • Project Management: Engagement planning, deadline oversight, cross-functional team coordination
  • Communication & Leadership: Staff development, technical training, client relationship management

Certification

  • CPA – Certified Public Accountant
    Licensed in New Jersey and Pennsylvania
  • Lean Six Sigma White Belt Certification

Timeline

Federal Corporate Insurance Tax Manager

Ernst & Young
08.2024 - Current

Senior Tax Accountant

Ernst & Young
09.2022 - 08.2024

Staff Tax Accountant

Ernst & Young
01.2020 - 08.2022

MBA - Business Administration

Caldwell University

Bachelor of Science - Accounting

Bloomfield College

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