Remote Tax Reporting Analyst — Insurance & Annuities

Resolution Life Bermuda Services Ltd; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

401k contribution

Incentive and recognition programs

Job summary

Resolution Life Bermuda Services Ltd is seeking a Tax Reporting Analyst to advise on customer tax reporting matters and liaise with vendors to ensure accurate reporting. The role supports year-end and quarterly cycles, with flexibility for peak filing periods.

The ideal candidate has 3-5 years in tax reporting or related fields, strong regulatory interpretation skills, and excellent communication to collaborate with IRS/state agencies and internal teams.

Qualifications

• 3-5 years in tax reporting, insurance operations, accounting, or related field.
• Ability to build relationships with vendors and internal stakeholders.
• Ability to analyze and interpret tax laws and regulations and assess impact.
• Excellent written and verbal communication, including drafting procedures and technical docs.
• Understanding of life insurance and annuity tax implications preferred.

Responsibilities

• Develop expertise in tax reporting processes, including annual tax reporting cycles, federal and state withholding, payment processing, and regulatory filings.
• Serve as a point of contact for tax reporting matters and coordinate with external vendors (OneSource, MasterTax) to ensure timely 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 stakeholders.
• Collaborate across Finance, IT, Operations, and external partners to identify and resolve tax reporting issues.
• Support training initiatives for internal teams and BPO partners; create and maintain procedures, job aids, and reference materials.
• Develop and maintain tax reporting policies and procedures, especially 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.
• Maintain flexibility to support year-end and quarterly reporting activities, including extended hours during peak filing periods.

Skills

Tax reporting

Vendor management

Regulatory analysis

Communication

Life insurance knowledge

Independent work

Job description

Resolution Life Bermuda Services Ltd is seeking a Tax Reporting Analyst to advise on customer tax reporting matters and liaise with vendors to ensure accurate reporting. The role supports year-end and quarterly cycles, with flexibility for peak filing periods.

The ideal candidate has 3-5 years in tax reporting or related fields, strong regulatory interpretation skills, and excellent communication to collaborate with IRS/state agencies and internal teams.