Withholding Tax Analyst

About the role

Analyze and apply all federal and state statutory withholding requirements, and unclaimed property for all Companies and lines of business. Execute federal and state withholding deposits, and unclaimed property filings and required mailings according to statutory requirements. Recognize, research and recommend resolution to tax withholding issues. Assist with filing of Information Reporting Forms (1099R, 5498, 1042S, 1099LTC,1099MISC,1099INT, Puerto Rico Series).

Responsibilities

• Apply extensive knowledge of Internal Revenue Service (IRS) and State regulations to research and resolve various tax reporting, and unclaimed property issues.
• Accountable for timely and accurate completion of Internal Revenue Service (IRS), all State, and Puerto Rico withholdings filings, including tracking and receiving back of refunds, and balancing of subsidiary accounts.
• Accountable for timely and accurate completion of State Unclaimed Property Filings, maintaining any necessary work papers and subsidiaries.
• Absorb and prepare Internal Revenue Service (IRS) filings for 1099R, 5498, 1042S, 1099LTC, 1099MISC, 1099INT, Puerto Rico series information reporting forms, including coordination of mailing, printing, and imaging for all Companies.
• Direct communication with regulatory bodies (IRS or State Regulatory bodies) and coordinate with and support communications, including any auditors, in areas of responsibility.
• Communicate effectively with areas outside of Corporate Accounting to identify and implement projects that impact state and federal withholding, unclaimed property, as well as, tax form 1099 Series, 1042S, 5498, Puerto Rico Series, 972CG and CP2100.
• Utilize technology and drive projects in support of regulatory changes, team objectives, and for continuous process improvement.
• Work with all related Sammons Financial Group Companies' teams across all locations collaboratively reflecting our corporate shared values while maintaining strict confidentiality over appropriate information.

Requirements

Bachelor's Degree in Accounting or relevant business field
Preferred 2-4 years' experience in accounting or relevant business area
High degree of analytical skills and judgment
Strong organizational skills
Strong mathematical ability
Ability to work independently to identify and resolve complex issues
Ability to prioritize multiple projects and allocate time as needed
Ability to adapt to change and learn quickly
Demonstrates effective use of Microsoft Office and company specific software applications
Desire to attain or further insurance-industry specific skills in tax reporting and product knowledge
High degree of professionalism, motivation and intellectual curiosity
Effective written and verbal communication skills; ability to work with and communicate with senior leaders outside of Corporate Accounting, external auditors, and other regulatory bodies

Qualifications

Criminal background check required.
FINRA regulations require fingerprinting for this position.
Management reserves the right to determine and approve incumbent suitability for this position.

Benefits

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.

Pay

USD $40,223.00 - USD $75,419.00 /Yr.
Specific range is dependent on the labor market where the incumbent will be hired to perform the position.
Starting salary is dependent on candidate qualifications and experience.

Schedule

Specific schedule details are not provided in the job posting.