Analyst IV, Product Tax (Remote)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:
This position is responsible for providing regulatory support and guidance specifically on client tax information reporting and withholding for various business partners and their affiliates.

Job Responsibilities:

• Use best practices and knowledge of internal or external business issues to improve products or services.
• Solve complex problems; takes a new perspective using existing solutions and approaches changes with flexibility.
• Work independently, receives minimal guidance.
• Act as a resource for colleagues with less experience
• Development and maintenance of key processes including tax information reporting, federal and state withholding/deposits and related returns and reconciliations
• Addresses internal customer inquiries and assists with research and analysis of product tax related matters.
• Provide and support business partners in related areas of transactional research, forms review, tax reporting issues, unclaimed property and claims.
• Supports various aspects of compliance testing, procedural documentation and guidance.
• Cross functional support for corporate company tax functions as required. Support areas will include sales and use tax reporting, premium tax, and federal and state income tax returns and estimated payments.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor degree with a concentration in related area or Associate’s degree
• Minimum of six (6) years of tax reporting or accounting experience.
• General understanding of life and property casualty insurance industries
• Tax reporting concepts, practices and procedures.
• Intermediate understanding of Chapters 3, 4, 61 regulations for withholding, securities, State and IRS filing requirements for Forms 1099, 5498, 945, 1042, 1042S.
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
• Prior project management experience
• Effective oral and written communication skills, with all organizational levels.
• Proven ability to read and understand complex IRS regulations and accounts, as well as identify, analyze and resolve tax risks.
• Demonstrated efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines. (Years of Experience).
• Tax Information reporting certifications within 1 year of hire
• FLMI and/or CPCU designation preferred

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If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.