Senior Tax Specialist- Claims Team

Senior Tax Specialist
- Employee Benefits Claims Team

At Equitable, our power is in our people. We are individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

• Compliance Oversight – Monitors and interprets federal and state tax regulations for disability, statutory disability, and PFML programs; ensures policies and procedures remain compliant. Tracks and implements changes in state PFML laws, contribution rates, taxability rules, and filing requirements. Maintains a state-by-state compliance matrix detailing taxability, withholding rules, remittance schedules, filing deadlines, and reporting requirements.
• Tax Withholding & Remittance – Confirms taxability of benefits based on premium funding source (employer-paid, employee pre‑tax, employee post‑tax). Oversees accurate calculation, withholding, and remittance of applicable federal and state taxes for benefits administered through our claims software platform. Collaborates with centralized Operational Accounting partners to ensure remittances are processed.
• Reporting & Filing – Ensures proper preparation of required forms (e.g., W‑2, 1099, and other federal/state‑specific reporting for benefit payments). Collaborates with centralized Operational Accounting partners to ensure forms are prepared and filed accordingly.
• Stakeholder Coordination – Serves as the subject matter expert for internal teams on benefit taxation and reporting requirements. Collaborates with vendors, clients, internal teams, and state agencies to resolve discrepancies or audit inquiries. Provides guidance and training to claims and operational teams regarding withholding and tax treatment rules.
• Process Improvement & Technology – Develops standardized templates and documentation to support repeatable compliance processes. Identifies and implements process improvements to improve accuracy and efficiency.

Base salary range: $75,000 – $85,000. Additional compensation may include base salary increases, spot bonuses, and short‑term incentive opportunities based on performance and role responsibilities.

• 3+ years of experience in tax compliance/administration in an insurance carrier setting
• In‑depth knowledge of federal and state tax rules and sick pay reporting requirements
• Strong analytical skills with ability to interpret and apply complex tax regulations
• Experience managing multi‑state compliance requirements
• High attention to detail, accuracy, and ability to meet deadlines
• Experience with group insurance products (disability, PFML, life, supplemental health)
• Familiarity with IRS revenue rulings and related taxation guidance
• Proficiency in tax filing platforms and software

• Prior experience with FINEOS, ADP, and/or Sovos software packages

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Managing Multiple Priorities: Knowledge of effective self‑management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Process Mapping/Flowcharting: Knowledge of the concepts of process mapping; ability to carry out the documentation of current and proposed manufacturing processes to identify and make improvements.

Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

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