Senior Tax Analyst

EXL

Senior Tax Analyst assisting clients with tax statements and regulatory requirements for life and annuity insurance products. Remote work available within the United States with a focus on compliance.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $82,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Assisting clients with their financial tax statements
Responsible for overseeing various tax regulatory requirements for life and annuity insurance products
Preparing and submitting tax forms
Prepare quarterly, annual, and monthly withholding reconciliation
File state withholding tax returns
Work with IRS and state agencies to resolve issues or address penalties
Developing operational policies and controls to ensure tax reporting compliance
Oversee and monitor operating guidelines of third party administrators with regards to policyholder tax administration and reporting
Make federal and state withholding deposits
Handle various tax projects
Prepare and Assist with reconciliation of tax accounts
Assist with various state and federal tax audits
Adhere to Life and Annuity Tax regulatory guidelines

Requirements

What you’ll need

Life and Annuity insurance industry knowledge
Good communication skills
Knowledge of MS office including Excel
Knowledge of accounting software package
Multiple years of experience working with life and Annuity insurance products, financial statements, tax returns and tax issues.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax preparationtax reconciliationtax compliancefinancial statementswithholding tax returnstax auditsoperational policiestax reportingaccounting software

Soft Skills

communication skills