Senior Product Tax Specialist - Life & Retirement Customer Tax Reporting - Remote
Core
Senior Product Tax Specialist supporting product tax administration and customer tax reporting for life insurance, annuity, and retirement products.
Role type
Senior IC tax specialist (insurance/retirement)
Builds
Accurate customer tax forms (1099, W-2) and regulatory-compliant reporting for policyholders and claimants.
Domain
Insurance & Retirement Products Taxation
Required skills
Tax reporting, tax administration, accounting, regulatory compliance, data reconciliation, project management, process improvement
Preferred skills
Life insurance/annuity/retirement product experience, professional certification (e.g., CPA, EA)
Technologies
Reporting systems, data reconciliation tools
Responsibilities
Ensure accurate and timely tax reporting for policyholders and claimants; Reconcile tax reporting data across administrative systems, vendors, accounting records, and IRS filings; Lead and support complex cross-functional projects involving product tax administration and system enhancements; Serve as subject matter expert for complex tax-related transactions and operational issues; Identify and implement process improvements to product tax administration and customer reporting processes.
Seniority
Senior, hands-on IC