Senior Product Tax Specialist Retirement Customer Tax Reporting -Remote

Symetra has an exciting opportunity to join our team as a Senior Product Tax Specialist - Life & Retirement Customer Tax Reporting!

The Senior Retirement and Individual Life Tax Specialist supports the product tax administration and customer tax reporting needs of Symetra's Life and Retirement Divisions. This role focuses on the taxation of our life insurance, annuity and retirement products and ensuring accurate, timely tax reporting for policyholders and claimants.

This role will provide support across the divisions, including product development and Operations teams, and will collaborate with other internal departments, including the Tax Department, Accounting, Compliance, Technology and external vendors to resolve customer tax reporting issues, implement regulatory changes and support new products and enhancements to policy administration systems.

• Customer Tax Reporting & Product Tax Administration
  • Ensure accurate and timely tax reporting for policyholders and claimants associated with life insurance, annuity and retirement products;including Forms 1099, and other required customer tax forms.
  • Support implementation of regulatory changes affecting product tax administration and customer tax reporting.
  • Reconcile tax reporting data across administrative systems, vendors, accounting records, and IRS filings.
  • Oversee customer tax reporting adjustments, corrections, and issue resolution.
• Product & System Support
  • Partner with product, operations, and technology teams to define product tax administration and customer tax reporting requirements for new products and system enhancements.
  • Develop and execute testing strategies, including user acceptance testing (UAT), for tax-related functionality and product launches.
• Project Leadership
  • Lead and support complex, cross-functional projects involving product tax administration, customer tax reporting and related system or regulatory changes.
  • Collaborate with Finance, Tax, Compliance, Operations, Claims, and IT to coordinate project work and drive successful outcomes.
  • Manage project communications, key decisions, timelines, and deliverables.
• Operations & Consultation
  • Serve as a subject matter expert for complex tax-related transactions and operational issues.
  • Monitor and resolve product tax administration issues, related audit findings, and compliance concerns.
  • Provide guidance to internal teams on product tax administration and communicate with policyholders, brokers, and vendors as needed.
• Process Improvement
  • Identify and implement process improvements to product tax administration and customer tax reporting processes that enhance efficiency, accuracy, compliance, and customer experience.
  • Participate in industry groups and monitor regulatory developments affecting life insurance, annuity, and retirement product taxation to inform operational practices and future enhancements.

"Symetra will spoil you. There aren't many companies that will put as much effort into you being a success as Symetra. The culture will challenge you but simultaneously put you lure is seen as integral to the learning process so there is less reason to be fearful of it." - Kerry S., Sr. Systems Analyst

"I feel welcome and included at Symetra every day and I really believe you can be you at Symetra." - Megan H., Deputy Chief Compliance Officer

We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching
• Want more details? Check out our Symetra Benefits Overview

Salary Range:$87,900 - $146,500 plus eligibility for annual bonus programs

• Bachelor's degree in Accounting, Finance, Business, Taxation, or a related field
• 5+ years of relevant experience in tax reporting, tax administration, accounting, insurance, or financial services.
• Knowledge of tax treatment and customer tax reporting requirements applicable to life insurance, annuity, or retirement products, including W-2 and 1099 reporting.
• Strong analytical, problem-solving, and project management skills.
• Excellent communication and collaboration skills.
• High attention to detail and…