Tax Reporting Analyst

As part of the application process, a candidate account is required to log in and view application(s). Please be sure to check email regularly for information regarding our employment process. Position Summary The Tax Reporting Analyst serves as the primary advisor for customer tax reporting matters and acts as a key liaison between Resolution Life business units and third-party tax reporting vendors. This role requires the ability to learn and adapt in a complex, evolving regulatory environment, with the opportunity to develop into a tax reporting subject matter expert. Depending on business needs, the position may focus broadly across tax reporting functions or specialize in areas such as annuity taxation. The analyst may also provide training, operational guidance, and oversight of vendor activities. Key Responsibilities Develop expertise in tax reporting processes, including annual tax reporting cycles, federal and state tax withholding, payment processing, and regulatory filings. Serve as a point of contact for tax reporting matters and coordinate with external vendors (e.g., OneSource and MasterTax) to ensure timely and accurate reporting. Partner with the IRS, state agencies, policyholders, and internal stakeholders to resolve tax-related inquiries, B Notices, and correspondence. Monitor federal and state tax legislation and regulatory changes, assess business impacts, and communicate findings to key stakeholders. Collaborate across Finance, IT, Operations, and external partners to identify, investigate, and resolve tax reporting issues. Support training initiatives for internal teams and business process outsourcing (BPO) partners; create and maintain procedures, job aids, and reference materials. Develop and maintain tax reporting policies and procedures, particularly as new blocks of business are integrated. Conduct and support quarterly tax withholding reconciliations and related control activities. Research, document, and assist in resolving technical tax reporting matters. Contribute to special projects and work independently within a small, highly collaborative team environment. Maintain flexibility to support year-end and quarterly reporting activities, including extended hours during peak filing periods. Qualifications & Experience 3-5 years of experience in tax reporting, insurance operations, accounting, or a related field; public accounting experience is a plus. Strong ability to build and maintain relationships with vendors and...

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