Senior Product Tax Specialist - Life & Retirement Customer Tax Reporting

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Product Tax Specialist – Life & Retirement Customer Tax Reporting based in the United States.

This is an excellent opportunity for an experienced tax professional to support product tax administration and customer tax reporting across life insurance, annuity, and retirement products. In this role, you will ensure accurate and timely tax reporting for policyholders and claimants while helping the organization navigate evolving tax regulations and reporting requirements. You will collaborate with cross-functional teams across Tax, Accounting, Compliance, Finance, Operations, and Technology to resolve complex issues and support new product launches. Combining technical tax expertise with strong analytical and project management skills, you will contribute to regulatory compliance, system enhancements, and operational improvements. You will also serve as a trusted subject matter expert, providing guidance on complex transactions and customer tax reporting matters. Join an inclusive and collaborative environment where innovation, continuous improvement, and customer experience are key priorities.

• 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.
• Exceptional attention to detail, organizational skills, and the ability to manage multiple priorities and deadlines.
• Proactive approach to identifying operational challenges, improving processes, and adapting to changing regulatory requirements.
• Relevant professional certifications or industry designations are considered an advantage.
• Must be currently authorized to work in the United States and maintain valid work authorization throughout employment. Employer-sponsored work visas are not available for this position.
• For remote work, candidates must have reliable internet connectivity meeting the following requirements:
  • Minimum speed of 100 Mbps download and 20 Mbps upload.
  • Accepted connections include fiber, cable, or DSL.
  • Satellite, cellular broadband, wireless internet, and dial-up connections are not accepted.
• Willingness to participate in video interviews and identity verification procedures throughout the recruitment process.

Benefits:

• Competitive annual salary: $87,900–$146,500, depending on qualifications, experience, and other relevant factors.
• Performance-based compensation: Eligibility for additional annual bonus programs.
• Flexible working arrangements: Full-time remote or hybrid telecommuting options, depending on role and business requirements.
• Retirement savings: 401(k) plan with immediate vesting and employer matching contributions of up to 6%.
• Paid time off: Vacation and sick leave, flexible days, and 10 paid holidays annually.
• Community involvement: Employee giving programs with company matching contributions to amplify charitable impact.
• Inclusive workplace culture: A collaborative environment that values diversity, equity, inclusion, and different perspectives.
• Professional development: Opportunities to expand expertise in insurance taxation, regulatory compliance, financial reporting, and product administration.
• Cross-functional exposure: Work closely with experienced professionals across Tax, Accounting, Finance, Compliance, Operations, and Technology.
• Work-life balance: Employee programs and flexibility designed to support both professional success and personal well-being.

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.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1