Senior Tax Operations Analyst

Job Summary

A company is looking for a Senior Tax Operations Analyst.

Key Responsibilities

• Lead the coordination and execution of federal and state information reporting and withholding remittance
• Act as a subject matter expert, providing guidance and mentorship to colleagues and stakeholders
• Support reconciliation activities of tax-related accounts and collaborate with IT teams on data integration

Required Qualifications

• Bachelor's degree in Accounting, Finance, or Business
• 5-7 years of experience in the life insurance and/or annuity industry
• Strong knowledge of IRS tax reporting regulations related to life insurance and annuities
• Experience leading cross-functional projects and process improvements
• Advanced proficiency in Microsoft Office, particularly Excel