Analyst, Product Tax

Work Location:

Madison, WI, Waverly, IA, or anywhere in the continental United States (open to considering remote/home-office based candidates)

Product Tax is a trusted business partner that promotes tax compliance through subject matter guidance and oversight and maintenance of supporting processes. This role 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:

• Primary process owner for daily tax operational functions including, federal and state tax withholding compliance practices and controls
• Provide support to business partners in related areas of transactional research, forms review, tax reporting issues, unclaimed property and claims.
• 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.
• Assists Sr. Manager with tax technology architecture.

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 three (3) years of tax reporting or accounting experience.
• General understanding of life and property casualty insurance industries
• General understanding of tax reporting concepts, practices and procedures.
• Basic 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.
• Learn how to research tax technical questions and issues.
• Demonstrated efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines.
• Licenses/Certifications:

    ◦ Tax Information reporting certifications within 1 year of hire

    ◦ FLMI and/or CPCU designation preferred

*LI-JG

Company’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.