Senior Tax Specialist - Life & Retirement

Job Summary

To support the product tax administration and customer tax reporting needs of the Life and Retirement Divisions, the full-time Senior Product Tax Specialist - Life & Retirement Customer Tax Reporting will ensure accurate tax reporting for policyholders, collaborate with various internal teams, and lead cross-functional projects in a remote environment.

Key Responsibilities

• Ensure accurate and timely tax reporting for life insurance, annuity, and retirement products, including managing Forms 1099 and other required customer tax forms
• Collaborate with product, operations, and technology teams to define tax administration requirements and execute user acceptance testing for new products
• Lead complex projects involving product tax administration and customer tax reporting, coordinating efforts across Finance, Tax, Compliance, Operations, Claims, and IT

Required Qualifications

• Bachelor's degree in Accounting, Finance, Business, Taxation, or a related field
• 5+ years of relevant experience in tax reporting, tax administration, accounting, insurance, or financial services
• Knowledge of tax treatment and reporting requirements for life insurance, annuity, or retirement products
• Proficiency with reporting systems, data reconciliation, and process improvement initiatives
• Direct experience supporting life insurance, retirement, or annuity products is preferred