Senior Product Tax Specialist - Life & Retirement Customer Tax Reporting

📋 Description

• Ensure accurate and timely tax reporting for policyholders and claimants across life insurance
• Monitor and support implementation of regulatory and legislative changes affecting product tax
• Reconcile tax reporting information across policy administration systems, external vendors
• Oversee tax reporting adjustments, corrections, discrepancies, and customer-related issue
• Partner with Product, Operations, and Technology teams to define tax administration and customer
• Develop and execute testing strategies, including User Acceptance Testing (UAT), to validate

🎯 Requirements

• Bachelor's degree in Accounting, Finance, Business, Taxation, or related field.
• At least 5 years of relevant professional experience in tax reporting, tax administration
• Strong knowledge of tax treatment and customer tax reporting requirements for life insurance
• Familiarity with tax documentation and reporting obligations, including Forms 1099 and W-2.
• Direct experience supporting life insurance, retirement, or annuity products is strongly preferred.
• Strong analytical and problem-solving skills.

🎁 Benefits

• Competitive annual salary: $87,900–$146,500
• Performance-based compensation with eligibility for annual bonus programs
• Flexible working arrangements: full-time remote or hybrid telecommuting options
• Retirement savings: 401(k) plan with immediate vesting and employer matching up to 6%
• Paid time off: vacation, sick leave, flexible days, and 10 paid holidays annually
• Community involvement: employee giving programs with company matching