Senior Tax Information Reporting Specialist

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.

We're actively seeking a talented Senior Tax Information Reporting Specialist to join our Corporate Tax department in Newport Beach, CA or in our brand-new office in downtown Charlotte, NC.

As a Senior Tax Information Reporting Specialist you'll move Pacific Life, and your career, forward by working closely with external vendors and collaborating with cross-functional teams to ensure that tax withholding reporting requirements are met. You will fill an existing role that sits on a team of twelve people in the Corporate Division.

How you'll help move us forward:

• Responsible for overseeing external co-sourcing partner who 1) prepares tax information returns, including 1099s (all types), 1042-S, and other required forms, and 2) prepares daily tax withholding deposits to ensure that all tax reporting deadlines are met

• Collaborate with cross-functional teams (Divisions, Treasury, Accounting/Finance, IT, Legal) and external vendors to ensure accurate and timely reporting

• Respond to inquiries from tax authorities and internal stakeholders regarding tax information reporting

• Documenting tax reporting policies and procedures and internal controls as the business develops and grows

• Identify process improvements to enhance efficiency of information tax reporting processes

• Advisor for tax reporting related matters including being a liaison between Company's various business divisions and the external vendors

• Assist with research and documentation of tax reporting technical issues

• Assist with other tax projects as needed

The experience you bring:

• 4+ years of experience in tax information reporting or related field with life insurance operations experience preferred

• Bachelor's Degree in Accounting, Finance, or related field

• Strong technical, analytical, organizational and problem-solving skills

• Ability to prioritize tasks effectively to meet and manage responsibilities under tight time frames

• Excellent communication skills both oral and written

• Ability to work independently and proactively with minimal guidance

What makes you stand out:

• Good business judgement including willingness to make decisions, support and explain reasoning for decision, and include appropriate stakeholders in decision-making process

• Process improvement mindset

• Tech-savvy with proficiency in Microsoft Office Suite and tax reporting software (1099Pro, MasterTax, OneSource)

#LI-TB1

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.