Tax Reporting Analyst

Overview

This role serves as a primary advisor for customer tax reporting matters and a key liaison between business units and third-party tax reporting vendors. The position requires the ability to learn and adapt in a complex, evolving regulatory environment, with opportunities to develop into a tax reporting subject matter expert. Depending on business needs, the work may be broad across tax reporting functions or specialize in areas such as annuity taxation. The analyst may also provide training, operational guidance, and oversight of vendor activities.

Responsibilities

• Develop expertise in tax reporting processes, including annual tax reporting cycles, federal and state tax withholding, payment processing, and regulatory filings.
• Serve as a point of contact for tax reporting matters and coordinate with external vendors (e.g., OneSource and MasterTax) to ensure timely and accurate reporting.
• Partner with the IRS, state agencies, policyholders, and internal stakeholders to resolve tax-related inquiries, B Notices, and correspondence.
• Monitor federal and state tax legislation and regulatory changes, assess business impacts, and communicate findings to key stakeholders.
• Collaborate across Finance, IT, Operations, and external partners to identify, investigate, and resolve tax reporting issues.
• Support training initiatives for internal teams and BPO partners; create and maintain procedures, job aids, and reference materials.
• Develop and maintain tax reporting policies and procedures, particularly as new blocks of business are integrated.
• Conduct and support quarterly tax withholding reconciliations and related control activities.
• Research, document, and assist in resolving technical tax reporting matters.
• Contribute to special projects and work independently within a small, highly collaborative team.
• Maintain flexibility to support year-end and quarterly reporting activities, including extended hours during peak filing periods.

Requirements

• 3–5 years of experience in tax reporting, insurance operations, accounting, or a related field; public accounting experience is a plus.
• Strong ability to build and maintain relationships with vendors and internal stakeholders.
• Demonstrated ability to analyze and interpret tax laws and regulations and assess organizational impact.
• Excellent written and verbal communication skills, including experience drafting procedures, business communications, and technical documentation.
• Strong analytical, problem-solving, and decision-making capabilities.
• Ability to confidently present information and recommendations to management and business partners.
• Understanding of life insurance and annuity products, insurance operations, and related tax implications preferred.
• Self-motivated with a commitment to continuous learning and professional development.
• Ability to work independently in a small 2–3 team environment.
• Schedule flexibility to extend hours during peak tax season timeframes, including January tax year close activities and quarterly state/federal filing periods.

Compensation & Benefits

• Base salary range: $55,000 - $75,000
• Benefits package includes:
  • Health & wellness program
  • Incentive and recognition programs
  • 401k contribution (subject to eligibility requirements)

Location

• Preferred location: Minot, ND (Work From Home) or Remote
• Open to remote candidates located within Central or Eastern Time Zones
• Occasional travel may be required