Accountabilities

Customer Tax Reporting & Product Tax Administration: Ensure accurate and timely tax reporting for policyholders and claimants across life insurance, annuity, and retirement products, including the preparation and administration of Forms 1099, W-2, and other required customer tax documents.
Monitor and support the implementation of regulatory and legislative changes affecting product tax administration and customer reporting obligations.
Reconcile tax reporting information across policy administration systems, external vendors, accounting records, and IRS filings to ensure data accuracy and consistency.
Oversee tax reporting adjustments, corrections, discrepancies, and customer-related issue resolution.
Product & System Support: Partner with Product, Operations, and Technology teams to define tax administration and customer reporting requirements for new products, system enhancements, and operational improvements.
Develop and execute testing strategies, including User Acceptance Testing (UAT), to validate tax-related system functionality and support successful product launches.
Ensure tax reporting requirements are properly integrated into policy administration systems and related operational processes.
Project Leadership: Lead and contribute to complex cross-functional projects involving product tax administration, customer tax reporting, regulatory changes, and technology enhancements.
Collaborate with Finance, Tax, Compliance, Operations, Claims, and IT teams to coordinate project activities and ensure successful delivery.
Manage project communications, key decisions, milestones, timelines, and deliverables while maintaining alignment among stakeholders.
Operations & Consultation: Serve as a subject matter expert on complex tax-related transactions, product administration matters, and operational challenges.
Monitor and resolve product tax administration issues, audit findings, reporting discrepancies, and compliance concerns.
Provide technical guidance and practical recommendations to internal teams on product taxation and customer reporting requirements.
Communicate with policyholders, brokers, external vendors, and other stakeholders when necessary to resolve tax reporting questions and operational issues.
Process Improvement & Regulatory Monitoring: Identify and implement improvements to tax administration and reporting processes to enhance efficiency, accuracy, regulatory compliance, and customer experience.
Monitor tax regulatory developments affecting life insurance, annuity, and retirement products and assess their operational implications.
Participate in relevant industry groups and professional discussions to stay informed about emerging tax requirements, industry practices, and potential process enhancements.

Requirements

Bachelor's degree in Accounting, Finance, Business, Taxation, or a related field.
At least 5 years of relevant professional experience in tax reporting, tax administration, accounting, insurance, or financial services.
Strong knowledge of tax treatment and customer tax reporting requirements applicable to life insurance, annuity, and retirement products.
Familiarity with tax documentation and reporting obligations, including Forms 1099 and W-2, as well as related regulatory requirements.
Direct experience supporting life insurance, retirement, or annuity products is strongly preferred.
Strong analytical and problem-solving skills, with the ability to investigate complex tax discrepancies, reconcile financial information, and develop effective solutions.
Demonstrated project management capabilities, including experience coordinating cross-functional initiatives, managing deliverables, and supporting system implementations.
Experience with reporting systems, data reconciliation, operational controls, and process improvement initiatives.
Ability to collaborate effectively with internal departments, external vendors, brokers, and other stakeholders.
Excellent written and verbal communication skills, with the ability to explain complex tax concepts clearly to technical and non-technical audiences.

How Jobgether works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

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