Remote Senior Product Tax Specialist – Life & Retirement

Jobgether; Oregon; Hybrid; USD 88,000 - 147,000; Full time

Benefits offered by this job

Competitive salary

401(k) with employer matching up to 6%

Remote or hybrid work options

Paid time off and holidays

Job summary

Jobgether is seeking a Senior Product Tax Specialist – Life & Retirement Customer Tax Reporting in the United States. You will ensure accurate tax reporting for policyholders and claimants across life insurance, annuity, and retirement products, while guiding regulatory changes and system enhancements.

Collaborating with Tax, Accounting, Compliance, Finance, Operations, and Technology, you will lead complex projects, supervise testing strategies, and provide expert guidance on intricate tax

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Taxation, or related field.
• 5+ years of experience in tax reporting, tax administration, accounting, insurance, or financial services.
• Strong knowledge of tax treatment and customer tax reporting for life insurance, annuity, and retirement products.
• Familiarity with Forms 1099 and W-2 and related regulatory requirements.
• Direct experience supporting life insurance, retirement, or annuity products preferred.
• Strong analytical and problem-solving skills with ability to investigate discrepancies.
• Project management experience coordinating cross-functional initiatives and system implementations.
• Experience with reporting systems, data reconciliation, and operational controls.

Responsibilities

• Ensure accurate and timely tax reporting for policyholders and claimants across life insurance, annuity, and retirement products.
• Prepare and administer Forms 1099, W-2, and other customer tax documents as required.
• Monitor regulatory changes affecting product tax administration and customer reporting obligations.
• Reconcile tax reporting data across policy systems, external vendors, accounting records, and IRS filings.
• Oversee tax reporting adjustments, corrections, discrepancies, and customer-related issue resolution.
• Partner with Product, Operations, and Technology to define tax requirements for new products and system enhancements.
• Develop testing strategies, including UAT, to validate tax-related system functionality.
• Lead cross-functional projects and coordinate activities across Finance, Tax, Compliance, Operations, Claims, and IT.

Skills

Analytical thinking

Project management

Cross-functional collaboration

Communication skills

Attention to detail

Regulatory knowledge

Education

Bachelor's degree in Accounting, Finance, Business, Taxation, or related field

Job description

Jobgether is seeking a Senior Product Tax Specialist – Life & Retirement Customer Tax Reporting in the United States. You will ensure accurate tax reporting for policyholders and claimants across life insurance, annuity, and retirement products, while guiding regulatory changes and system enhancements.

Collaborating with Tax, Accounting, Compliance, Finance, Operations, and Technology, you will lead complex projects, supervise testing strategies, and provide expert guidance on intricate tax