Policy Tax Specialist

Overview

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values:
Do good. Be good. Make good.

Summary
Please note that we do not offer visa sponsorship for this position.

Incumbent will be responsible to input and quality check the tax reporting on all policy-based disbursements, including surrenders, death claims, 1035 exchanges, policy changes and lapses. In addition, you will perform calculations and updates to our tax reporting system for each disbursement and facilitate the mailing of tax forms, including audit controls.

• Inputting and quality checking the tax reporting upon insurance, annuity, and pension distributions
• Taxpayer identification number processing to comply with IRS guidelines
• Calculate cost basis and gain for all policy and annuity disbursements and exchanges
• Facilitate all tax importing and tax form production
• Facilitate annual mailings to clients to comply with IRS guidelines

• Bachelor’s degree in related discipline a plus
• Mathematical calculation skills, analytical skills and experience preferred
• Must be able to comply with IRS deadlines
• 2-5 years of business experience in the life and annuity industry preferred
• Demonstrates customer focus and a keen appreciation for the needs and interests of our clients
• Proficient in the use of Microsoft Office Suite (Word, Excel, Outlook)
• Strong written and verbal communication skills and effectiveness in a collaborative work environment
• Attentiveness to detail and the ability to work independently under pressure
• Demonstrates commitment to expanding personal knowledge of life insurance operations (ex., successful completion of LOMA courses – 280/281 & 290/291)
• Ability to pass a background check that may include fingerprinting

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

Base Pay Range
. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits
. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs.

If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

Hourly Pay Range
$19 - $28 USD

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

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National Life Group
1 National Life Dr
Montpelier, VT 05604