Manager Tax, Information Reporting & Withholding

Aegon Global Business Solutions Center; Iowa (LA); Hybrid; USD 111,000 - 132,000; Full time

Benefits offered by this job

Competitive Pay

Annual Bonus

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off 160 hours

Job summary

Transamerica seeks a Manager Tax, Information Reporting & Withholding to lead the US Information Reporting and Withholding Team in Corporate Finance. You will ensure accurate IRS reporting and withholding compliance across federal, state and local requirements while guiding a team of supervisors and contributors.

The role emphasizes process improvements, cross-functional collaboration, training delivery, and interpretation of IRS guidance.

Qualifications

• Bachelor's degree in accounting or equivalent work experience.
• Generally 8 years of professional experience in tax, accounting, or equivalent area.
• Working knowledge of Microsoft Office (Word, Excel), on-line research software (RIA, Westlaw), applicable tax and/or accounting software systems.

Responsibilities

• Manage activities of assigned team including supervisors and/or individual contributors.
• Adapt department plans to address resource and operational challenges.
• Review, analyze and interpret IRS information reporting and withholding guidance and partner with lines of business.
• Monitor products/transactions and ensure understanding of group rules.
• Collaborate with business and operations to ensure understanding of requirements and resolve issues.
• Prepare and present trainings.
• Respond to internal questions on tax documentation and complex transactions.
• Provide guidance on year-end tax reporting with Forms 1099, 1098, 1042-S.
• Identify potential tax issues and escalate accordingly.
• Lead and influence a team to align with department strategy.

Skills

People management

Tax expertise

Communication

Cross-functional collaboration

Education

Bachelor's degree in accounting or equivalent work experience

Tools

Microsoft Office

RIA

Westlaw

Tax software

Job description

## Manager Tax, Information Reporting & WithholdingApply: Cedar Rapids, Iowa: Denver, Colorado: Baltimore, Maryland: Philadelphia, Pennsylvania: Full time: Posted Today: R20062750**Job Family**Tax**About Us**At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.**Who We Are**We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.**What We Do**Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.\\* For more information, visit transamerica.com.**Job Description Summary**This management position is part of the US Information Reporting and Withholding Team within the Transamerica Corporate Finance Department which provides centralized services and support to the organization. This group focuses on establishing and maintaining organizational processes for US information return reporting and ensures Federal, State and Local income tax withholding is performed and remitted in accordance with Internal Revenue Code, State and Local regulatory agencies.**Job Description****Responsibilities** * Manage activities of assigned team including supervisors and/or individual contributors.* Adapt department plans to address resource and operational challenges. Operates mostly within their own function but participates in cross-functional initiatives.* Understand and communicate directives from senior management.* Review, analyze and interpret new IRS information reporting and withholding tax guidance (e.g., law, regulations, and rulings) and partner with designated lines of business to determine the impact of such guidance on their products and procedures.* Monitor designated lines of businesses new products/transactions and ensure that they understand how the current Information Reporting & Withholding group rules should be applied.* Collaborate with business and operations areas on a regular basis to ensure a continued understanding of the Information Reporting & Withholding requirements and resolve compliance issues.* Prepare and present trainings.* Research and respond to internal day-to-day questions from lines of businesses (e.g., questions regarding tax documentation, client types, payment source and character, requirements related to complex transactions and structures, etc.)* Provide guidance to the lines of business on year-end tax reporting with respect to Forms 1099, 1098, 1042-S filings.* Identify potential tax compliance issues/errors and escalate appropriately.* Effectively manages multiple projects and deadlines and resolves conflicting priorities.* Review, design and implement process and control improvements in area of expertise.* Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.**Qualifications*** Bachelors degree in accounting or equivalent work experience. Generally 8 years of professional experience in tax, accounting, or equivalent area. Requires working knowledge of Microsoft Office (Word, Excel), on-line research software (RIA, Westlaw), applicable tax and/or accounting software systems.**Preferred Qualifications*** Knowledge of assigned business area (for example, accounting, information reporting, investments, corporate finance).* Strong people management skills.**Working Conditions*** Office Environment* Fast-paced, deadline-driven environment.* Occasional Travel <10%*This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.* *\\*\\*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.\\*\\**The Salary for this position generally ranges between $111,000-$132,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. **What We Offer**For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.Compensation Benefits* Competitive Pay* Bonus for Eligible EmployeesBenefits Package* Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development OpportunitiesHealth and Work/Life Balance Benefits* Paid Time Off starting at 160 hours annually for employees in their first year of service.* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars* Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.* Adoption Assistance* Employee Assistance Program* Back-Up Care Program* PTO for Volunteer Hours* Employee Matching Gifts Program* Employee Resource Groups* Inclusion and Diversity Programs* Employee Recognition Program* Referral Bonus Programs