Senior Product Tax Specialist - Life & Retirement Customer Tax Reporting - Remote

Overview

This role supports product tax administration and customer tax reporting needs for life insurance, annuity, and retirement products. The focus is on ensuring accurate and timely tax reporting for policyholders and claimants, including required customer tax forms.

The position supports multiple divisions, including product development and Operations teams, and collaborates with internal partners such as Tax, Accounting, Compliance, Technology, and external vendors to resolve customer tax reporting issues, implement regulatory changes, and support new products and enhancements to policy administration systems.

Responsibilities

Customer Tax Reporting & Product Tax Administration

• Ensure accurate and timely tax reporting for policyholders and claimants associated with life insurance, annuity, and retirement products, including Forms 1099 and other required customer tax forms.
• Support implementation of regulatory changes affecting product tax administration and customer tax reporting.
• Reconcile tax reporting data across administrative systems, vendors, accounting records, and IRS filings.
• Oversee customer tax reporting adjustments, corrections, and issue resolution.

Product & System Support

• Partner with product, operations, and technology teams to define product tax administration and customer tax reporting requirements for new products and system enhancements.
• Develop and execute testing strategies, including user acceptance testing (UAT), for tax-related functionality and product launches.

Project Leadership

• Lead and support complex, cross-functional projects involving product tax administration, customer tax reporting, and related system or regulatory changes.
• Collaborate with Finance, Tax, Compliance, Operations, Claims, and IT to coordinate project work and drive successful outcomes.
• Manage project communications, key decisions, timelines, and deliverables.

Operations & Consultation

• Serve as a subject matter expert for complex tax-related transactions and operational issues.
• Monitor and resolve product tax administration issues, related audit findings, and compliance concerns.
• Provide guidance to internal teams on product tax administration and communicate with policyholders, brokers, and vendors as needed.

Process Improvement

• Identify and implement process improvements to product tax administration and customer tax reporting processes that enhance efficiency, accuracy, compliance, and customer experience.
• Participate in industry groups and monitor regulatory developments affecting life insurance, annuity, and retirement product taxation to inform operational practices and future enhancements.

Requirements

• 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 customer tax reporting requirements applicable to life insurance, annuity, or retirement products, including W-2 and 1099 reporting.
• Strong analytical, problem-solving, and project management skills.
• Excellent communication and collaboration skills.
• High attention to detail and ability to manage multiple priorities.
• Proficiency with reporting systems, data reconciliation, and process improvement initiatives.
• Direct experience supporting life insurance, retirement, or annuity products. (Preferred)
• Relevant professional certification or industry designation. (Preferred)

Compensation & Benefits

• Salary Range: $87,900 – $146,500 plus eligibility for annual bonus programs
• 401(k) plan with immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days, and ten paid holidays
• Flexible full-time or hybrid telecommuting arrangements
• Company matching to support giving back to the community

Location

• Remote-first role with flexible full-time or hybrid telecommuting arrangements.
• Work Authorization: Employer work visa sponsorship and support are not provided. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout employment.

Remote Network Minimum Requirements

• Minimum Internet Speed: 100 Mbps download and 20 Mbps upload
• Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL
• Not Permissible: Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up

Interview / Identity Verification

• Candidates will be required (after the initial phone screen) to be on video for all interviews.
• Failure to comply with verification procedures may result in disqualification from the recruitment process, withdrawal of a job offer, or termination of employment and other criminal and/or civil remedies, if fraud is discovered.