Benefit Tax Service Representative

Unum UK

Tax customer service position responsible for resolving complex tax questions and issues for claimants and policyholders. Supporting tax adjudication as part of Unum’s benefit operations.

Posted 6/16/2026full-timePortland • Maine, Tennessee • 🇺🇸 United StatesMid-LevelSenior💰 $40,000 - $75,600 per yearWebsite

About the role

Key responsibilities & impact

Provide excellent, responsive customer service and issue resolution to complex tax questions from claimants, policyholders, field personnel, home office personnel and tax authorities that contact the Tax Reporting Group (TRG) via the 1-800 call center, Tax unit Questions (e-mail) and NaviLink
Receives inquiries and complaints from above parties and works to resolve and correct issues in a timely and courteous manner and maintain proper documentation of resolution
Consult with field personnel, brokers, DBS, claimant and policyholder in proper tax adjudication of claims, including communication of Unum’s tax procedures, guidelines and services and complex subjects such as the methods of calculating taxability
This position provides information but does not give tax advice which at times is a fine line
Calculate and submit corrections to W-2s, W-2Cs and 1099s, obtaining proper documentation
Identify/respond to existing taxation discrepancies between contract, system coding, and clients’ documentation and collaborate with proper parties for resolution
Conducts policyholder audits with consultation from management, as needed, for proper tax withholding and reporting
Able to perform all aspects of the audit, including generation of needed reports, obtaining needed supporting documentation and communicating with internal and external parties
Reviews and revises policyholder reports from all legacy systems to assure they accurately reflect third party sick pay reporting and are distributed in a timely manner
Calculate and process FICA, FIT and SIT tax refunds and underpayments in legacy systems
Provide verification of claimant sick pay income to Federal and State governments, Social Security Administration and Department of Veteran Affairs
Consistently demonstrates high quality results identified through quality reviews
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree in accounting/finance or equivalent education preferred
Financial background (accounting, finance, tax) work experience required
Solid knowledge of tax laws and current developments
Excellent customer service history
Strong computer skills required
Solid analytical, organizational and communication skills, including listening
Ability to operate with minimal direction and multi task
Ability to work in a fast paced, compliant-oriented environment, paying close attention to detail
Judgment and independent decision making required for moderate issues
Strong collaboration and negotiation skills
Professional demeanor
Ability to interact with all levels of management
Strong math and calculator skills

Benefits

Comp & perks

Health, Vision, Dental, Short & Long-Term Disability
Generous PTO (including paid time to volunteer!)
Up to 9.5% 401(k) employer contribution
Mental health support
Career advancement opportunities
Student loan repayment options
Tuition reimbursement
Flexible work environments

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax lawsW-2W-2C1099FICAFITSITfinancial analysistax adjudicationpolicyholder audits

Soft Skills

customer serviceanalytical skillsorganizational skillscommunication skillsattention to detailjudgmentindependent decision makingcollaborationnegotiation skillsprofessional demeanor