Tax Reporting Analyst

This is a fully remote position, open to applicants in North Dakota.

📋 Description

• Acquire comprehensive knowledge of tax reporting processes, encompassing annual tax reporting cycles, federal and state tax withholding, payment processing, and regulatory filings.

• Act as a primary contact for tax reporting issues and liaise with external vendors, including OneSource and MasterTax.

• Collaborate with the IRS, state agencies, policyholders, and internal teams to address tax-related queries, B Notices, and correspondence.

• Keep track of federal and state tax legislation and regulatory updates, evaluate their business implications, and communicate insights to stakeholders.

• Work alongside Finance, IT, Operations, and external partners to identify, investigate, and rectify tax reporting challenges.

• Assist in training initiatives for internal teams and BPO partners; develop and manage procedures, job aids, and reference materials.

• Formulate and uphold tax reporting policies and procedures as new business segments are integrated.

• Carry out and support quarterly tax withholding reconciliations and associated control activities.

• Investigate, document, and help in resolving complex tax reporting issues.

• Participate in special projects and operate autonomously within a small, collaborative team.

• Aid in year-end and quarterly reporting tasks, including extended hours during peak filing seasons.

⛳️ Requirements

• 3-5 years of experience in tax reporting, insurance operations, accounting, or a related discipline.

• Experience in public accounting is advantageous.

• Proven ability to establish and nurture relationships with vendors and internal stakeholders.

• Capacity to analyze and interpret tax laws and regulations and evaluate their impact on the organization.

• Exceptional written and verbal communication abilities.

• Proficiency in drafting procedures, business communications, and technical documentation.

• Strong analytical, problem-solving, and decision-making skills.

• Ability to convey information and recommendations effectively to management and business partners.

• Familiarity with life insurance and annuity products, insurance operations, and associated tax implications is preferred.

• Self-driven with a dedication to ongoing learning and professional growth.

• Capability to work independently in a small team environment of 2-3 members.

• Flexibility in scheduling to accommodate extended hours during peak tax season, including January tax year-end activities and quarterly state/federal filing periods.

🏝️ Benefits

• Health & wellness program.

• Incentive and recognition programs.

• 401k contribution (subject to eligibility requirements).

• Occasional travel may be necessary.