Equitable

Operations Tax Specialist

Equitable

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $69,000 - $78,000 per year

Job Level

Mid-LevelSenior

Tech Stack

Tableau

About the role

  • Work closely with Management to transform the tax operations functions from manual and reactive to automated, data-driven, and strategically aligned.
  • Act as a trusted advisor to management, proactively identifying strategic priorities and communicating risks, opportunities, and progress.
  • Map and analyze current tax data/processes to identify high-risk manual points and compliance risks.
  • Lead initiatives to improve workflows and implement data-driven solutions.
  • Evaluate current system capabilities and IRS compliance gaps.
  • Collaborate on the implementation of SOPs, templates, and workflows ensuring consistency across all business lines.
  • Track penalty exposure metrics and recommend mitigation strategies.
  • Participate in control reviews and execute process improvement projects.
  • Research and apply IRS updates and annual tax regulations to internal workflows.
  • Formally document end to end tax processes and build centralized knowledge repositories.
  • Act as a liaison between management and internal teams to resolve tax-related issues and mitigate negative downstream impact.
  • Provide timely escalation and feedback on tax matters.
  • Support strategic planning through data-driven tax insights.
  • Work with third-party vendors and other stakeholders to gather data and/or complete tasks.
  • Embed framework that supports ongoing process enhancement for tax operations.
  • Maintain a log of metrics for areas of improvement and achievements.
  • Support training for new processes and IRS updates to include but not limited to sharing knowledge and cross training.

Requirements

  • Understanding of IRS tax forms and their purpose.
  • Intermediate to advanced Excel knowledge.
  • Resourcefulness, familiarity with the IRS website, tax laws, and publication 1220.
  • Analytical and critical thinking to interpret patterns and risks.
  • Adaptability to new technology and processes.
  • Familiarity with Power BI and/or Tableau.
  • Experience using tax reporting software (e.g. SOVOS).
  • Ability to explain complex tax concepts and requirements to non-tax professionals.
  • Experience and familiarity with Equitable products and systems
  • A "can do!" attitude.
  • Clear written and verbal communication.
  • Detailed-oriented and deadline driven.
  • Proactive problem-solving and accountability.
  • Interpersonal and cross-functional collaboration skills.
  • Customer-service mindset.
  • Coachable, open to constructive criticism.
  • Works well under pressure.
  • Profound sense of urgency.
Benefits
  • medical
  • dental
  • vision
  • a 401(k) plan
  • paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
IRS tax formsExcelanalytical thinkingcritical thinkingPower BITableautax reporting softwareSOVOSdata-driven solutionsprocess improvement
Soft skills
resourcefulnessadaptabilityclear communicationdetail-orientedproactive problem-solvinginterpersonal skillscross-functional collaborationcustomer-service mindsetcoachabilityability to work under pressure