What are the responsibilities and job description for the Taxation Analyst position at STAND 8?
STAND 8 provides end to end IT solutions to enterprise partners across the United States and with offices in LA, Atlanta, New York, Raleigh, and more.
We are seeking a highly skilled Tax and Regulatory Compliance Specialist to support tax and regulatory filing efforts, ensure compliance with U.S., Puerto Rico, and Canadian regulations, and respond to client inquiries. This role requires strong analytical skills, deep insurance product knowledge, and the ability to identify process improvements.
Responsibilities
- Coordinate and deliver timely input into tax and regulatory filing efforts.
- Generate required documentation for U.S., Puerto Rico, and Canadian policy taxation and regulatory reporting matters.
- Research, document, and analyze client inquiries to prepare and deliver timely responses.
- Identify areas of improvement within daily functions and internal procedures.
- Analyze policyholder, field force, and Home Office staff inquiries related to taxable events stemming from life and annuity product transactions.
- Research and reconstruct transaction history for accurate tax reporting and detailed responses.
- Prepare annual policy-level notifications to comply with current regulations.
- Prepare required tax forms, notices, and correspondence.
- Monitor system and user-input data for accuracy and regulatory compliance. Escalate issues to management and ensure resolution.
- Partner with the Legal Department to maintain compliance with internal processes and procedures, including documenting procedural changes as needed.
- Identify potential system and procedural enhancements to reduce manual intervention and increase efficiency.
Qualifications
Preferred
Additional Details
The base salary range for this position is $60K - $65K annually, depending on experience.
Our pay ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hires of this position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Qualified applicants with arrest or conviction records will be considered
Benefits
About Us
STAND 8 provides end-to-end IT solutions to enterprise partners across the United States and globally with offices in Los Angeles, Atlanta, New York, Mexico, Japan, India, and more. STAND 8 focuses on the "bleeding edge" of technology and leverages automation, process, marketing, and over fifteen years of success and growth to provide a world-class experience for our customers, partners, and employees.
Our mission is to impact the world positively by creating success through PEOPLE, PROCESS, and TECHNOLOGY.
Check out more at www.stand8.io ; and reach out today to explore opportunities to grow together!
Salary : $60,000 - $65,000
