Senior Product Tax Specialist - Life & Retirement Customer Tax Reporting - Remot

Symetra has an exciting opportunity to join our team as a Senior Product Tax Specialist - Life & Retirement Customer Tax Reporting! About the role The Senior Retirement and Individual Life Tax Specialist supports the product tax administration and customer tax reporting needs of Symetra ’s Life and Retirement Divisions. This role focuses on the taxation of our life insurance, annuity and retirement products and ensuring accurate, timely tax reporting for policyholders and claimants. This role will provide support across the divisions, including product development and Operations teams, and will collaborate with other internal departments, including the Tax Department, Accounting, Compliance, Technology and external vendors to resolve customer tax reporting issues, implement regulatory changes and support new products and enhancements to policy administration systems. What you will do Customer Tax Reporting & Product Tax Administration Ensure accurate and timely tax reporting for policyholders and claimants associated with life insurance, annuity and retirement products; including Forms 1099, and other required customer tax forms. Support implementation of regulatory changes affecting product tax administration and customer tax reporting. Reconcile tax reporting data across administrative systems, vendors, accounting records, and IRS filings. Oversee customer tax reporting adjustments, corrections, and issue resolution. Product & System Support Partner with product, operations, and technology teams to define product tax administration and customer tax reporting requirements for new products and system enhancements. Develop and execute testing strategies, including user acceptance testing (UAT), for tax-related functionality and product launches. Project Leadership Lead and support complex, cross-functional projects involving product tax administration, customer tax reporting and related system or regulatory changes. Collaborate with Finance, Tax, Compliance, Operations, Claims, and IT to coordinate project work and drive successful outcomes. Manage project communications, key decisions, timelines, and deliverables. Operations & Consultation Serve as a subject matter expert for complex tax-related transactions and operational issues. Monitor and resolve product tax administration issues, related audit findings, and compliance concerns. Provide guidance to internal teams on product tax administration and communicate with policyholders, brokers, and vendors...

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