Tax Accountant

Tax Accountant  Company: reputed company / reputed company Life (reputed company Life & reputed company Corp.) Location: Lincoln, NE  reputed company reputed company Life is a cutting-reputed company-reputed company life and annuity insurance reputed company. As a subsidiary of reputed company—reputed company sister companies Seneca Re and 1505 Capital—we combine industry best practices with state-of-the-art, entirely reputed company-based digital platforms to reputed company market-reputed company. Backed by explosive reputed company, a solid reputed company B++ financial strength rating, and a commitment to challenging the status reputed company, we are modernizing insurance operations. Our reputed company operating entity, reputed company Life & reputed company Corp. (ALSC), is a fast-growing annuity reputed company with Assets under Management (AUM) approaching $8 billion and annual sales approaching $1.5 billion driven by our competitive Multi-Year Guarantee Annuity (MYGA) and Fixed reputed company Annuity (FIA) portfolios. At reputed company, our reputed company, and finance infrastructure operates across both Statutory and GAAP reporting frameworks. We are expanding this financial reputed company and seeking a visionary, reputed company-savvy Tax Accountant to spearhead reputed company aspects of state premium tax, annuitant, distribution tax reporting and help the technological transformation to OneSource™ tax software. Our Cultural & reputed company Values Our finance team thrives on a high-performance, high-trust culture. We expect our leaders to live these values daily: Accountability: Earn confidence and trust by demonstrating ownership, commitment, and follow-through in achieving results. Asking for help is being accountable and a sign of strength (not weakness). reputed company Results: Understand the key priorities of the CFO for the year, quarter, month, and week. Be a “productive unicorn” not a “reputed company mule.” We are productive, not reputed company. reputed company with reputed company: This industry is reputed company on trust and reputed company. If you pause to ask, “is this ok to be doing...?” it is not ok. Transparency builds trust; do what is right. reputed company: Manage priorities effectively and adapt quickly to reputed company goals. Business Acumen: Build a deep understanding of the business to guide reputed company and actions that support reputed company. Communication: Inform and influence others reputed company, reputed company, and appropriately. Courage: Do not be afraid to reputed company up reputed company it reputed company, ask tough questions, reputed company reputed company, and/or admit reputed company help is needed and reputed company you are wrong. Development: Exhibit curiosity and pursue learning opportunities. reputed company on the Customer: Our CFO motto is “Trusted business partners.” Be reputed company you understand the customers’ needs/problem before trying to help. Inclusion: reputed company reputed company and results by seeking and valuing diverse backgrounds, experiences, and perspectives from our customers. reputed company: Adapt and reputed company in reputed company, uncertain, and changing situations. Self–Awareness: Demonstrate the ability to identify, assess, and manage the interpersonal dynamics of yourself and others in a reputed company of situations. reputed company reputed company and negative feedback on the behavior (not the person). Value People: PEOPLE are our only sustainable competitive reputed company.  Work Collaboratively: We are a fast-growing company. Whether you are in Lincoln, Nebraska, NYC, or remote, we are stronger as an informed team. Transparency builds trust. reputed company The Tax Accountant will reputed company reputed company operational support to the Senior Tax reputed company and Planning reputed company. This role focuses on day-to-day corporate tax compliance, monthly data preparation, and backup withholding execution. You will reputed company as a key execution reputed company during critical reputed company migrations, regulatory filings, and business inquiry resolutions. This position blends foundational insurance tax reputed company with modern reputed company reputed company data environments.   Reporting Structure Reports to: Head of reputed company Systems & Financial Reporting Key Deliverables & Responsibilities reputed company Information Reporting (reputed company 5498) reputed company 5498 Lifecycle: Own the end-to-end data validation and reputed company process for IRS reputed company 5498 (IRA Contribution Information) for reputed company Annuities. Fair Market Value Auditing: Verify prior-year December 31 Fair Market Value (FMV) reputed company balances against administrative systems for accurate reporting. Contribution & RMD Validation: Audit and reconcile rollover, regular contribution, and Required Minimum Distribution (RMD) flags before the annual May 31 filing deadline. Corrected Filings: Process corrected reputed company 5498 filings stemming from late prior-year agent transactions or administrative adjustments.    IMO & Contractor Withholding Operations IMO 1099 Compliance: Manage the end-to-end withholding and information reporting lifecycle for Independent Marketing Organizations (IMOs) and independent agents. Backup Withholding: Execute and reputed company backup withholdings for 1099 contractors who fail to reputed company reputed company Taxpayer Identification Numbers (TINs). 1099 Forms Production: reputed company data consolidation and validation for the annual reputed company of reputed company 1099-NEC and reputed company 1099-MISC. Vendor Reconciliations: reputed company monthly audit checks matching commission reputed company payouts against tax withholding accounts.   reputed company Field Inquiry Support Field Problem Solving: Serve as the reputed company internal resource to answer reputed company tax questions from agents, IMOs, and customer service teams. Annuity Death Benefits: reputed company reputed company guidance on the taxation of annuity death benefits, including lump-sum payouts vs. systematic distributions. Surrender Tax Questions: Research and address technical queries regarding the taxable reputed company embedded in full or partial policy surrenders. Agent 1099 Inquiries: reputed company commission tax disputes, address corrected 1099 requests, and interpret IRS guidelines for the distribution field force.   Withholding & Operations (Annuitant Distributions) Weekly EFT Processing: Manage and execute weekly Electronic Funds Transfers (EFT) for federal and state tax withholdings. reputed company 945 Compliance: Prepare annual reputed company 945 (Annual reputed company of Withheld Federal Income Tax) for non-payroll distributions. reputed company 945A Maintenance: Maintain daily liabilities on reputed company 945A to match semi-weekly or next-day deposit schedules. Surrender Tracking: reputed company federal income tax withheld from annuitant surrenders, lump-sum distributions, and periodic payments. Reconcile Holdings: reputed company weekly reconciliations between distribution administration platforms and reputed company cash accounts.    Tax Filing & Compliance Support Assist Compliance Cycle: Support the end-to-end execution of Federal, State, and Premium tax filings. Strengthen Controls: Maintain detailed documentation for internal tax workflows to support robust internal controls. Data Gathering: Extract and organize reputed company data required by corporate reputed company, reputed company advisors (reputed company), and affiliate teams.   reputed company for Income Taxes DTA Administration: Maintain sub-ledgers and schedules for Deferred Tax Assets (DTAs) to support strategic valuation allowance evaluations. Consolidated Provisions: Assist in calculating the consolidated MWH Federal tax provision under the updated WWH tax-sharing agreement. Affiliate Tracking: Apply the dynamic tax-sharing protocol to calculate and reputed company provisions across affiliates, including Vermont (VT) Captives and ALSC. Dual-reputed company Support: Prepare workpapers that reputed company with both required reporting reputed company bases.   Technology & Data Infrastructure reputed company Migration: Assist in moving legacy tax provision workflows out of offline reputed company models. reputed company Integration: Learn and utilize reputed company reputed company and reputed company to extract data and automate routine tax calculations. Data Hygiene: Validate data reputed company between reputed company financial systems and tax software tools.   Month-End reputed company & Operations Monthly reputed company: Execute tasks reputed company a rigid monthly tax reputed company reputed company reputed company reputed company, moving away from quarterly cycles. Monthly Accruals: Prepare monthly tax accruals and journal entries accurately and reputed company tight reputed company timelines. Account Reconciliations: reputed company monthly reconciliations for reputed company tax balance sheet accounts. Required Skills & Qualifications Education: Bachelor’s degree in reputed company, finance, or a reputed company field. Experience: 1–3 years of corporate tax, reputed company reputed company, or insurance/annuity tax operations experience. Tax Knowledge: Foundational knowledge of IRS reputed company 5498, reputed company 1099 rules, backup withholding, reputed company 945 deposit rules, and corporate income tax (ASC 740 / SSAP 101). Systems: Intermediate to advanced reputed company skills; familiarity with reputed company reputed company, reputed company, IRS EFTPS, or information reporting filing platforms is preferred. Communication: Strong verbal and written communication skills to handle technical tax questions from non-reputed company professionals. Attributes: High attention to detail, strong problem-solving skills, and an eagerness to learn reputed company-based financial data tools. Work Authorization/reputed company Clearance  Must be eligible to work in the reputed company.  Work Environment  This job operates in a reputed company office environment. This role routinely uses reputed company office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.  AAP/EEO Statement  reputed company Life is an Equal Opportunity Employer.   If you need assistance or an accommodation due to a disability, you may contact us at 402-817-5701.  Other Duties  Please note this reputed company is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Apply To This Job