Senior Product Tax Specialist - Life & Retirement Customer Tax Reporting

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Product Tax Specialist – Life & Retirement Customer Tax Reporting based in the United States.

This is an excellent opportunity for an experienced tax professional to support product tax administration and customer tax reporting across life insurance, annuity, and retirement products. In this role, you will ensure accurate and timely tax reporting for policyholders and claimants while helping the organization navigate evolving tax regulations and reporting requirements. You will collaborate with cross-functional teams across Tax, Accounting, Compliance, Finance, Operations, and Technology to resolve complex issues and support new product launches. Combining technical tax expertise with strong analytical and project management skills, you will contribute to regulatory compliance, system enhancements, and operational improvements. You will also serve as a trusted subject matter expert, providing guidance on complex transactions and customer tax reporting matters. Join an inclusive and collaborative environment where innovation, continuous improvement, and customer experience are key priorities.