Operations Tax Specialist
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Job Description
Operations Tax Specialist transforming tax operations functions from manual to data-driven. Collaborating with management to improve workflows and ensure compliance in tax processes.
Responsibilities:
- 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
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