Mark Y. Email & Phone Number

Season insurance tax and operations professional. I am knowledgeable in federal, state and municipal insurance tax. Have a passion for training and developing individuals in the insurance finance space. Have gained significant operational experience through collaboration with IT, legal, compliance and underwriting functions.

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  Director Tax

  Brotherhood Mutual Insurance Company

  May 2018 - Present - Fort Wayne, Indiana, United States

  Support the short- and long-term goals and needs of the Finance department. Manage the filing of all corporate tax returns, premium tax returns, municipal returns, and related compliance. SSAP 101 subject matter expert. Communicate regularly with the Finance and Compliance teams to keep management up to date on the implications of corporate governance, model holding company act, the model audit rule and ORSA. Primary Finance contact with IT department.• Responsible for quarterly and annual tax provision.• Draft annual statement footnote.• Manage the relationship with the tax department of the outside accounting firm. • Oversee tax and finance compliance filings for all 50 states, the District of Columbia, and municipalities.• Trained staff on the concepts of statutory accounting, federal taxation, deferred tax, premium tax, retaliatory tax, and surcharges.• Maintain deferred tax asset/liability inventory.• Subject matter expert on state surcharges.• Researched potential tax credit opportunities.• Trained finance team how to use various software packages, including EAS, The Complete Package, Premium Pro Enterprise, and Premium Pro Allocator.• Project manager for the annual ORSA document.• Researched implications of the Tax Cuts and Jobs Act.• Implemented the tangible property regulations. • Oversee fixed assets.• Provide updates to the finance department on changes in SSAPs that potentially have an impact.• Knowledgeable on guaranty funds and wind pools.• Researched and advised management on new regulatory requirements such as ORSA and corporate governance.• Led a multi-department team to analyze entry into new states, including the research of the regulatory environment and assessment of potential profitability.• Communicate with various governmental agencies.