Analyst V, Product Tax (Remote)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:

This position is responsible for providing regulatory support and guidance on product tax and tax information reporting and withholding for various business partners and affiliates. The incumbent will operate with a reasonable degree of autonomy in their discharge of duties performing, organizing, and controlling tax processes and deliverables.

The position will help implement solutions by reviewing data, determining the requirements of a project or program, and communicating them clearly to stakeholders, facilitators, and partners. They assist with the business case, organizing requirements, translating, and simplifying requirements, and requirements analysis for products and tax information reporting. Analysts may also use requirements to drive the design or review of test cases, process change requests, and manage a project's scope, acceptance, installation, and deployment.

Job Responsibilities:

• Perform complicated research and data analysis to identify and strengthen tax reporting controls and product tax practices.
• Supports various aspects of the product tax compliance model.

• Develop system requirements and schedules for compliance initiatives.
• Conduct compliance reviews on withholding and information reporting processes.

• Provide detailed verbal and written compliance guidance to business partners.
• Support transactional research, forms review, tax reporting, unclaimed property, and claims.
• Respond to internal/external inquiries and research product tax issues.
• Build strong relationships with business partners to resolve complex tax issues and ensure alignment on compliance initiatives.

• Provide clear, actionable compliance guidance to business partners; communicate complex tax rules in understandable terms.
• Requires extensive experience in product tax and tax information reporting and withholding (IRW).

• Applies best practices and knowledge of internal/external business issues to improve tax compliance.
• Strong understanding of annuity and life insurance product development and regulatory compliance.
• Solves complex problems with innovative, flexible approaches.
• Leverages data analytics to identify trends in product tax and reporting.
• Supports, coach and guide team members creating a productive team environment
• Works independently with minimal supervision.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor’s degree in a related field
• Minimum 7 years of experience in product tax, tax information reporting, and accounting experience.
• FLMI and/or CPCU designation preferred.
• In-depth knowledge of tax reporting concepts, practices, and procedures.

• Expertise in federal tax laws Chapters 3, 4, 61 regulations and filing requirements for Forms 1099, 5498, 945, 1042, 1042-S.  With additional expertise in state tax laws.

• Demonstrated ability to prioritize workload and manage most conflicts to successful resolution in a fast-paced environment.
• Demonstrated good written and verbal communication skills and ability to translate technical tax information into understandable and actionable information.
• At least 3 years of leadership experience; preferably on a product tax and information reporting compliance team.
• Prior experience with process re-engineering, design and automation.

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If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.