Principal, Product Tax

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• Monitors tax law changes and assists in developing plans to respond to changes that impact policy owner reporting requirements.
• Reviews product related materials concerning tax-related items for accuracy.
• Designs and implements new products or changes to existing products for compliance with product tax laws.
• Establishes and maintains strong working relationships with executives and colleagues across the Jackson organization.
• Develops the Policyholder Tax team.
• Manages responses to requests (both written and verbal) from policyholders, agents, associates and government entities concerning policyholder tax information.
• Coordinates with Legal department on product tax legal issues.
• Manages the process of preparing various tax form mailings, transmittals of this information to governmental entities and related activities.
• Manages the auditing of tax extracts to identify, investigate and correct potential tax reporting errors.
• Manages internal tax reporting audits of policyholder administrative systems and monitors these systems and their related procedures to identify and address potential tax issues.
• Approves the daily submission of policyholder federal and state withholding.

• Performs other duties and/or projects as assigned.

• Knowledge of tax laws relevant to annuity and life products.
• Strong verbal and written communication skills, including the ability to articulate complex tax principles in a compelling manner to a diverse set of recipients.
• Ability to work independently and under tight deadlines.
• Ability to understand how relevant tax laws apply to our products and the administrative systems that house these products.
• Strong organizational skills and the ability to handle multiple priorities simultaneously.
• Strong leadership skills.
• Positive, results-oriented attitude.
• Ability to establish and maintain effective working relationships with colleagues around the organization and with internal and external contacts. Must be client service focused.