Transaction Tax Manager leading innovative tax planning and compliance for M&A projects. Collaborating with the Transaction Tax team to manage client engagements and mentor junior staff.
About the role
- Plan Manager overseeing tax exempt retirement plans at Voya. Enhancing client relationships and ensuring effective service delivery while managing complex inquiries and issues.
Responsibilities
- Manages all aspects of specific Tax Exempt TPA Services plans
- Maintain and enhance relationships with existing clients
- Provide immediate resolution to customer inquiries through interaction with internal business partners
- Services as primary customer contact for specific sponsored plans
- Resolves service and communication issues through direct contact with sponsors, other customers and internal functional units (money in, money out, technical services)
- Participates in relationship management with plan sponsors and customers
- Collaborates with sales, record keeping and operations staff to ensure plan alignment
- Contributes to product development and process improvement efforts
- Identifies and assists with plan retention opportunities, sponsors, distribution and TPAs
Requirements
- 3+ years financial services industry experience
- Customer Services experience/skills
- OMNI experience required
- SPARK/ARPS Certification preferred or completed upon hire
- Bachelor's degree preferred
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
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