Private Client Tax Advisory Senior Manager at AAB delivering strategic tax advisory services across private clients. Leading projects, managing relationships, and providing technical expertise in various areas of tax.
About the role
- Analyst V responsible for providing regulatory support on product tax compliance. Collaborating with business partners on tax reporting and withholding initiatives.
Responsibilities
- Perform complicated research and data analysis to identify and strengthen tax reporting controls and product tax practices
- Supports various aspects of the product tax compliance model
- Develop system requirements and schedules for compliance initiatives
- Conduct compliance reviews on withholding and information reporting processes
- Provide detailed verbal and written compliance guidance to business partners
- Support transactional research, forms review, tax reporting, unclaimed property, and claims
- Respond to internal/external inquiries and research product tax issues
- Build strong relationships with business partners to resolve complex tax issues and ensure alignment on compliance initiatives
- Provide clear, actionable compliance guidance to business partners; communicate complex tax rules in understandable terms
- Requires extensive experience in product tax and tax information reporting and withholding (IRW)
- Applies best practices and knowledge of internal/external business issues to improve tax compliance
- Strong understanding of annuity and life insurance product development and regulatory compliance
- Solves complex problems with innovative, flexible approaches
- Leverages data analytics to identify trends in product tax and reporting
- Supports, coach and guide team members creating a productive team environment
- Works independently with minimal supervision
Requirements
- Bachelor’s degree in a related field
- Minimum 7 years of experience in product tax, tax information reporting, and accounting experience
- FLMI and/or CPCU designation preferred
- In-depth knowledge of tax reporting concepts, practices, and procedures
- Expertise in federal tax laws Chapters 3, 4, 61 regulations and filing requirements for Forms 1099, 5498, 945, 1042, 1042-S
- Demonstrated ability to prioritize workload and manage most conflicts to successful resolution in a fast-paced environment
- Demonstrated good written and verbal communication skills and ability to translate technical tax information into understandable and actionable information
- At least 3 years of leadership experience; preferably on a product tax and information reporting compliance team
- Prior experience with process re-engineering, design and automation.
Benefits
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
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