Senior Product Tax Specialist - Life & Retirement Customer Tax Reporting
New
J
JobgetherInsurance taxation
US; based in the United StatesFull-TimeSenior
Salary$87,900–$146,500, depending on qualifications, experience, and other relevant factors. Eligibility for additional annual bonus programs.
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Job Details
- Experience
- At least 5 years of relevant professional experience in tax reporting, tax administration, accounting, insurance, or financial services.
- Required Skills
- Project Management
Requirements
- Hold a bachelor's degree in Accounting, Finance, Business, Taxation, or a related field.
- Have at least 5 years of relevant professional experience in tax reporting, tax administration, accounting, insurance, or financial services.
- Have strong knowledge of tax treatment and customer tax reporting requirements for life insurance, annuity, and retirement products.
- Be familiar with tax documentation and reporting obligations, including Forms 1099 and W-2, and related regulatory requirements.
- Bring strong analytical and problem-solving skills for investigating tax discrepancies and reconciling financial information.
- Demonstrate project management capabilities, including coordinating cross-functional initiatives and supporting system implementations.
- Have experience with reporting systems, data reconciliation, operational controls, and process improvement.
- Be able to collaborate with internal departments, external vendors, brokers, and other stakeholders.
- Communicate complex tax concepts clearly to technical and non-technical audiences.
- Maintain attention to detail and organizational skills while managing multiple priorities and deadlines.
- For remote work, have reliable internet with at least 100 Mbps download and 20 Mbps upload through fiber, cable, or DSL; satellite, cellular broadband, wireless internet, and dial-up are not accepted.
- Be willing to participate in video interviews and identity verification procedures.
Responsibilities
- Prepare and administer Forms 1099, W-2, and other customer tax documents for policyholders and claimants.
- Monitor and support implementation of regulatory and legislative changes affecting product tax administration and customer reporting.
- Reconcile tax reporting information across policy administration systems, external vendors, accounting records, and IRS filings.
- Oversee tax reporting adjustments, corrections, discrepancies, and customer-related issue resolution.
- Partner with Product, Operations, and Technology teams to define tax requirements for new products, system enhancements, and process improvements.
- Develop and execute testing strategies, including User Acceptance Testing (UAT), to validate tax-related system functionality.
- Lead and contribute to cross-functional projects, coordinating activities, communications, decisions, milestones, timelines, and deliverables.
- Provide technical guidance on complex tax transactions, product administration matters, and customer reporting requirements.
- Resolve audit findings, reporting discrepancies, and compliance concerns, communicating with policyholders, brokers, vendors, and other stakeholders when needed.
- Identify process improvements and assess the operational implications of tax regulatory developments.
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