Remote Tax Reporting Analyst: Grow into SME

Resolution Life; Oregon; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health & wellness program

401k contribution

Incentive and recognition programs

Job summary

Resolution Life US is seeking a Tax Reporting Analyst to serve as the primary advisor for customer tax reporting and to act as a liaison between business units and external vendors such as OneSource and MasterTax. This role requires the ability to learn in a complex, evolving regulatory environment with opportunities to specialize in areas like annuity taxation.

The analyst may provide training, operational guidance, and oversight of vendor activities, with a flexible work arrangement including

Qualifications

• 3-5 years of experience in tax reporting, insurance operations, accounting, or related field; public accounting a plus.
• Strong ability to build and maintain relationships with vendors and internal stakeholders.
• Demonstrated ability to analyze and interpret tax laws and regulations and assess organizational impact.
• Excellent written and verbal communication skills, including drafting procedures and technical documentation.
• Strong analytical, problem-solving, and decision-making capabilities.

Responsibilities

• Develop expertise in tax reporting processes including annual cycles, withholding, payments, and filings.
• Coordinate with external vendors (e.g., OneSource and MasterTax) to ensure timely reporting.
• Partner with IRS, state agencies, policyholders, and internal stakeholders on inquiries and correspondence.
• Monitor tax legislation and regulatory changes, assessing impact and communicating findings.
• Collaborate with Finance, IT, Operations and external partners to resolve tax reporting issues.
• Support training initiatives and create procedures, job aids, and reference materials.
• Maintain tax reporting policies and procedures as new business is integrated.
• Conduct quarterly tax withholding reconciliations and related controls.
• Research and resolve technical tax reporting matters.
• Contribute to special projects and work in a small, collaborative team with flexibility for peak periods.

Skills

Vendor relationships

Communication skills

Analytical thinking

Regulatory knowledge

Presentation skills

Life insurance knowledge

Independent work

Job description

Resolution Life US is seeking a Tax Reporting Analyst to serve as the primary advisor for customer tax reporting and to act as a liaison between business units and external vendors such as OneSource and MasterTax. This role requires the ability to learn in a complex, evolving regulatory environment with opportunities to specialize in areas like annuity taxation.

The analyst may provide training, operational guidance, and oversight of vendor activities, with a flexible work arrangement including