Tax Reporting Analyst - Remote & Vendor Liaison

Resolution Life; United States; À distance; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Remote work options

Health & wellness program

401k contribution

Résumé du poste

Resolution Life US is seeking a Tax Reporting Analyst to lead customer tax reporting and serve as a bridge between business units and vendors. The role requires adapting to a complex regulatory environment and may focus on annuity taxation.

You may train and guide vendors while ensuring timely reporting. Ideal candidates have 3-5 years in tax reporting or related fields, strong communication skills, and knowledge of life insurance products.

Qualifications

• 3-5 years of experience in tax reporting, insurance operations, accounting, or related field.
• Strong ability to build and maintain relationships with vendors and internal stakeholders.
• 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.
• Ability to present information and recommendations to management and business partners.
• Understanding of life insurance and annuity products, insurance operations, and related tax implications preferred.
• Self-motivated with a commitment to continuous learning and professional development.
• Ability to work independently in a small team environment.

Responsabilités

• Develop expertise in tax reporting processes, including annual cycles, withholding, payment processing, and regulatory filings.
• Coordinate with external vendors (e.g., OneSource and MasterTax) to ensure timely and accurate reporting.
• Partner with IRS, state agencies, policyholders, and internal stakeholders to resolve tax inquiries and notices.
• Monitor federal and state tax legislation and communicate potential business impacts.
• Collaborate across Finance, IT, Operations, and external partners to resolve tax reporting issues.
• Support training initiatives and maintain procedures, job aids, and reference materials.
• Develop and maintain tax reporting policies as business lines grow.
• Conduct and support quarterly tax withholding reconciliations and related controls.
• Research, document, and assist in resolving technical tax reporting matters.
• Contribute to special projects and work independently within a small, collaborative team.
• Maintain flexibility to support year-end and peak filing periods.

Connaissances

Vendor management

Tax reporting

Regulatory knowledge

Communication

Analytical thinking

Presentation skills

Insurance tax knowledge

Self-motivation

Independent work

Outils

OneSource

MasterTax

Description du poste

Resolution Life US is seeking a Tax Reporting Analyst to lead customer tax reporting and serve as a bridge between business units and vendors. The role requires adapting to a complex regulatory environment and may focus on annuity taxation.

You may train and guide vendors while ensuring timely reporting. Ideal candidates have 3-5 years in tax reporting or related fields, strong communication skills, and knowledge of life insurance products.