Tax Counsel

Primary Location

UNITED STATES-NY-New York

Equitable

Full-time

The Equitable Law Department’s Mission is to Serve as Equitable’s trusted counsel empowering Equitable to pursue its noble purpose by upholding the highest standards, forging collaborative relationships and delivering creative solutions.

At Equitable we have reimagined how we want to work and are guided by principles of inclusivity, flexibility, and connection. Come join the Legal team and enjoy working for a leading financial company with an amazing and diverse culture! We offer a flexible hybrid office/remote work environment, and this position will be based in either our New York, NY or Charlotte, NC office.

Equitable is currently looking to hire an insurance product tax attorney within the Insurance Products Practice Group, which is a part of Equitable’s Legal and Compliance organization. The role includes providing tax advice to Equitable’s retirement product business areas related to its annuity and life insurance product offerings. Additionally, this role will provide advice related to tax issues resulting from the administration of the company’s products.

As a key member of the team your responsibilities would include, but are not limited to:

• Counsel in connection with various federal income and estate tax law and compliance matters that may arise concerning the design, sale (or exchange of) and administration of variable insurance products, including the review and revision of variable insurance product disclosures and related point-of-sale materials.
• Provide education and advice to product, sales, and service teams in connection with qualified and nonqualified plan tax law and compliance.
• Provide legal support in connection with annuity and life insurance product development, administration and implementation.
• Advise on existing and new statutory and regulatory requirements to ensure compliance.
• Provide general corporate tax advice in connection with the company’s payroll, benefit taxation, information reporting and withholding, and other tax matters as assigned.

The total targeted compensation range for this position is $213,000 - $260,000. Total compensation varies based on skills, experience, geographical location and other factors.

We offer a flexible hybrid office/remote work environment where the team member is in the office 2-3 days per week, and this position will be based in either our New York, NY;
Syracuse, NY or Charlotte, NC office.

• 5+ years of experience with a top-tier law firm or in-house legal department with a focus on federal income tax law issues as they relate to the design, distribution, and administration of variable annuity and life insurance products.
• Ability to manage and prioritize complex matters.
• Established analytical and counseling skills.
• Effective interpersonal skills with the ability to establish and maintain working relationships with others.
• Ability to work independently and meet deadlines while handling multiple tasks with minimal supervision.
• Capability to maintain professionalism under pressure.
• Defined sense of ownership of tasks and responsibilities.

• Professional, energetic team-player with a positive attitude and outlook.
• Flexible and willing to respond to unanticipated issues and constantly reprioritize based on business demands.
• Self-motivated with demonstrated time management skills.
• Adaptive to “think on your feet” and think creatively.
• Outstanding interpersonal skills and strong ability to establish and maintain effective working relationships with others.

Accuracy and Attention to Detail: Understand the necessity and value of accuracy; ability to complete tasks with high-level of precision.

Effective Communication: Understand effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives,…