Product Tax Specialist

Overview

This role involves supporting accurate product-related tax reporting and withholding to ensure compliance with federal, state, and local tax requirements. The position includes conducting targeted tax research and analysis for assigned products, preparing and reviewing tax returns and reconciliations, responding to IRS, state, and auditor information requests, and maintaining tax procedures, controls, calendars, and system data. Collaboration with consultants, tax analysts, and business partners to implement tax reporting changes and assist with governance and oversight activities is expected. The role also includes developing and delivering basic tax training and leveraging technology and analytics to identify risks, resolve issues, and improve product tax processes.

This position is intended to be filled in Columbus, OH, but remote candidates with critical industry skills and relevant experience may be considered. Employer-sponsored work authorization is not available for this role, and the organization does not participate in the STEM OPT extension program.

Responsibilities

• Conduct targeted tax research and analysis for assigned products and services (e.g., annuities, life insurance, retirement plans, P&C claims), using analytics to identify focus areas.
• Research and prepare responses to IRS, state information requests, and external auditors.
• Collaborate with tax analysts and consultants to identify risks and tax adjustments for assigned entities and assist with penalty mitigation and abatement.
• Prepare federal, state, and local tax returns.
• Review complex tax reconciliations and calculations prepared by tax analysts.
• Maintain and update tax reporting procedures and controls.
• Develop tax calendars and review them with the product tax manager and/or consultant.
• Review and validate tax data inputs and outputs from reporting systems.
• Support implementation of tax reporting changes due to regulatory updates.
• Assist with governance and oversight functions to ensure tax compliance within business line partners.
• Act as a liaison with business units for tax-related inquiries and issue resolution.
• Assist with developing tax training materials and conduct sessions for internal stakeholders.
• Demonstrate a desire to learn financial and insurance industry products and the impact of tax on them.
• Champion technology including AI and operational improvement culture; utilize technology in a fast-paced, highly automated environment.

Requirements

• Undergraduate degree with studies in accounting, tax, or a related field.
• Minimum of four years of tax or accounting experience in a corporate or public accounting setting.
• Insurance or financial services experience preferred.
• Progress toward CPA certification, Series 6 and/or LOMA designation preferred.
• Knowledge of statutory and/or GAAP accounting.
• Ability to learn tax systems and apply technology to improve processes and manage risks.
• Self-starter with the ability to prioritize work through team collaboration and minimal supervision.
• Inquisitive nature with a desire to learn general and insurance tax concepts.
• Strong decision-making skills for problem identification and solution recommendation.
• Ability to apply technology and tax rules to complex calculations involving large data sets.
• Excellent communication skills in a diverse and fast-paced environment.

Additional Information

• Reports to Product Tax Manager/Director.
• Exempt position (not eligible for overtime).
• Normal office environment; may require extended hours during high volume periods.
• Valid credit and/or background check required due to fiduciary accountabilities.
• Applications accepted until 06/18/2026; early submissions encouraged.
• Position may be filled within any of the lower 48 U.S. states.

Compensation & Benefits

• National salary range: $88,000.00 - $164,000.00
• Expected starting salary range: $88,000.00 - $132,000.00
• Benefits include medical, dental, vision, life insurance, short and long-term disability coverage.
• Paid time off starting at a minimum of 18 days per full calendar year, pro-rated quarterly based on hire date.
• Nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off.
• 401(k) with company match and company-paid pension plan.
• Business casual attire.

Location

Primarily Columbus, OH, with consideration for remote candidates possessing critical skills and relevant experience. Position may be filled within any of the lower 48 U.S. states.

Equal Opportunity

The organization is an equal opportunity employer committed to diversity and inclusion. Discrimination and harassment are prohibited, and equal employment opportunities are provided without regard to any protected characteristic under applicable law.