Senior Life & Retirement Tax Reporting Specialist

Symetra; Bellevue (WA); Remote; USD 88,000 - 147,000; Full time

Job summary

Symetra is seeking a Senior Product Tax Specialist for Life & Retirement customer tax reporting. The role covers tax administration for life insurance, annuity, and retirement products, ensuring timely forms completion and accurate reporting for policyholders and claimants.

The candidate will collaborate with product, operations, technology, Tax, Accounting, Compliance and external vendors to implement regulatory changes, support new product launches, and lead cross-functional projects.

Qualifications

• 5+ years of relevant experience in tax reporting, tax administration, accounting, insurance, or financial services.
• Knowledge of tax treatment and customer tax reporting requirements for life insurance, annuity, or retirement products.
• Strong analytical, problem-solving, and project management skills.
• Excellent communication and collaboration skills.
• High attention to detail and ability to manage multiple priorities.
• Proficiency with reporting systems, data reconciliation, and process improvement initiatives.
• Direct experience supporting life insurance, retirement, or annuity products.
• Relevant professional certification or industry designation.

Responsibilities

• Customer Tax Reporting & Product Tax Administration: Ensure accurate and timely tax reporting for policyholders and claimants; reconcile data across systems and vendors; oversee adjustments and issue resolution.
• Product & System Support: Define requirements for new products and system enhancements; develop testing strategies including UAT for tax-related functionality.
• Project Leadership: Lead cross-functional projects; coordinate with Finance, Tax, Compliance, Operations, Claims, and IT; manage timelines and deliverables.
• Operations & Consultation: Serve as a subject matter expert for complex tax transactions; monitor issues and provide guidance to internal teams.
• Process Improvement: Identify and implement improvements to tax admin and customer reporting processes; monitor regulatory developments.

Skills

Tax reporting

Project management

Communication

Analytical thinking

Education

Bachelor's in Accounting

Job description

Symetra is seeking a Senior Product Tax Specialist for Life & Retirement customer tax reporting. The role covers tax administration for life insurance, annuity, and retirement products, ensuring timely forms completion and accurate reporting for policyholders and claimants.

The candidate will collaborate with product, operations, technology, Tax, Accounting, Compliance and external vendors to implement regulatory changes, support new product launches, and lead cross-functional projects.