Staff Accountant, GL Accounting

$58,000 - $80,000 / year

#LI-Hybrid

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

Welcome to our exciting team! This Staff Accountant reports to the GL Manager, Accounting, and is a key member of the general ledger team. This role is primarily responsible for managing sales and use tax compliance across the United States and Canada, including partnering with our third-party tax provider, supporting tax audits, and researching tax-related questions. In addition, this role supports the monthly close process by preparing journal entries, maintaining account reconciliations, and performing other general ledger and treasury activities.

The ideal candidate is detail-oriented, organized, and enjoys solving complex tax and accounting issues. This individual is a proactive team player who is eager to learn, collaborate across departments, and identify opportunities to improve processes and increase efficiency.

Core Requirements and Responsibilities:

Essential job functions include, but are not limited to:

• Own the sales and use tax compliance process across the United States and Canada, ensuring timely and accurate filings

• Partner with our third-party tax provider to review tax data, resolve questions, and support monthly, quarterly, and annual tax filings

• Research sales and use tax issues, monitor tax notices, and coordinate responses with internal stakeholders and external advisors

• Support sales and use tax audits by gathering documentation, responding to audit requests, and assisting with audit resolution

• Identify opportunities to improve sales and use tax processes through automation, process improvements, and emerging technologies, including AI

• Assist with the month-end close process by preparing journal entries, maintaining account reconciliations, and supporting variance analysis

• Support treasury activities, including cash and bank account reconciliations and other cash-related accounting activities

• Perform general ledger accounting activities for assigned balance sheet and income statement accounts

• Assist with SOX compliance documentation and support adherence to accounting policies and internal controls

• Coordinate with external auditors by fulfilling audit requests and responding to inquiries

• Document, maintain, and continuously improve accounting processes and procedures

• Participate in special projects and perform other duties as assigned by management

Knowledge, Skills and Abilities:

• Experience with U.S. sales and use tax compliance required; Canadian indirect tax (GST/HST/PST/QST) experience is a plus

• Working knowledge of GAAP and general ledger accounting principles

• Ability to research and interpret tax regulations and apply them to business transactions

• Strong analytical and problem-solving skills with excellent attention to detail

• Ability to manage multiple priorities, meet deadlines, and remain well organized

• Intermediate to advanced proficiency in Microsoft Excel, including formulas and pivot tables

• Strong communication skills with the ability to collaborate effectively across departments

• Team-oriented mindset with a willingness to learn and continuously improve

• Experience with Vertex or similar indirect tax software is a plus

• NetSuite experience preferred but not required

Qualifications:

• Bachelor's degree in Accounting or related field required

• 1-3 years of accounting experience, with sales and use tax experience required

• Public accounting or corporate accounting experience is a plus

Additional Requirements and Details:

• Hybrid work environment

• Occasional lifting and/or moving up to 10 pounds

• Frequent repetitive hand and arm movements required to operate a computer

• Specific vision abilities required by this job include close vision (working on a computer, etc.)

• Potential travel 1-2 weeks per year

• Frequent sitting and/or standing

#LI-Hybrid

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.