Tax Operations Associate

Job Requisition ID:91866

Location Designation:Hybrid - 3 days per week

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

Role Overview:

We are seeking a detail-oriented and proactive Tax Operations Associate to join our dynamic Tax Department. This position plays a key role in maintaining tax-related operational systems, supporting internal teams, and ensuring data accuracy across several platforms. The ideal candidate will thrive in a collaborative environment and enjoy working with both data and systems that support tax compliance and reporting efforts.

What You'll Do:

* Prepare and submit the Monthly ER FICA Reimbursement Report and manage ER FICA billing.
* Maintain the ER FICA Database, including the input of new accounts and creation of the ER FICA Roster.
* Assist in managing the Tax mailbox, ensuring inquiries are handled promptly.
* Performs tax audits and reconciliations
* Answers telephone calls coming into the Tax Hotline.Receives requests by telephone regarding W2 Form information, Reports or disability/life claims.
* Responds to inquiries from policyholders regarding policy tax set up
* Maintain and update the Return Mail Tracking sheet to ensure timely responses and resolution.
* Coordinate with Iron Mountain for management and scheduling of shred bins.
* Update the Yearly FICA Production Schedule.
* Maintain the Call Database
* Manage the Tax Reporting Print requests.

What you'll bring:

* Strong organizational skills and attention to detail.
* Ability to manage multiple tasks and prioritize effectively.
* Proficiency with Microsoft Excel, PDF editing tools, Access and mailbox management.
* Experience in tax operations, accounting, or a related administrative role is a plus.
* Strong communication skills and ability to work cross-functionally.
* Familiarity with FICA processing and tax reimbursement procedures.
* Disability claims knowledge.
* Knowledge of SRO and Adnimsuite (workbench)
* Experience working in a high-volume email and documentation environment.

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

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Pay Transparency

Salary range:$47,500-$80,000

Overtime eligible:Nonexempt

Discretionary bonus eligible:Yes

Sales bonus eligible:No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by theFoundation.We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID:91866

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