Senior Tax Specialist – Employee Benefits Claims Team
Equitable
full-time
Posted on:
Location Type: Remote
Location: New York • North Carolina • United States
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Salary
💰 $75,000 - $85,000 per year
Job Level
About the role
- Monitors and interprets federal and state tax regulations for disability, statutory disability, and PFML programs; ensure policies and procedures remain compliant.
- Confirms taxability of benefits based on premium funding source (employer-paid, employee pre-tax, employee post-tax).
- Ensures proper preparation of required forms (e.g., W-2, 1099, and other federal/state-specific reporting for benefit payments).
- Serves as the subject matter expert for internal teams on benefit taxation and reporting requirements.
- Develops standardized templates and documentation to support repeatable compliance processes.
Requirements
- 3+ years of experience in tax compliance/administration in an insurance carrier setting
- In-depth knowledge of federal and state tax rules and sick pay reporting requirements
- Strong analytical skills with ability to interpret and apply complex tax regulations
- Experience managing multi-state compliance requirements
- High attention to detail, accuracy, and ability to meet deadlines
- Experience with group insurance products (disability, PFML, life, supplemental health)
- Familiarity with IRS revenue rulings and related taxation guidance
- Proficiency in tax filing platforms and software
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax compliancetax administrationbenefit taxationsick pay reportingmulti-state compliancegroup insurance productsIRS revenue rulingstax filing platformstax regulations interpretationdocumentation development
Soft Skills
analytical skillsattention to detailaccuracydeadline management