Tax Operations Specialist

Job Summary

A company is looking for a Tax Operations Specialist to provide tax administrative support and enhance client experiences.

Key Responsibilities

• Process non-financial tax-related administrative functions for life insurance and annuity products
• Interpret service requests and navigate multiple administration systems to document requests
• Develop and maintain standard operating procedures (SOPs) to ensure clarity and efficiency in work processes

Required Qualifications

• High School Diploma or equivalent; Bachelor's Degree in a related field preferred
• 2-5 years of related work experience in the life insurance and/or annuities industry required
• Experience with claims, financial, non-financial, or premium/payment transactions involving life insurance and/or annuity products
• Foundational understanding or strong desire to learn tax rules and regulations applicable to life insurance and annuities
• Proficiency in Microsoft Excel (intermediate to advanced)