Tax Reporting Analyst

Resolution Life

2d•$55,000 - $75,000•Remote

About The Position

The Tax Reporting Analyst serves as the primary advisor on customer tax reporting matters and acts as a liaison between Resolution Life business units and third-party tax reporting vendors. The role operates in a complex, evolving regulatory environment and offers the opportunity to develop tax reporting subject-matter expertise. Depending on business needs, the analyst may work broadly across tax reporting or specialize in an area such as annuity taxation. The analyst may also provide training, operational guidance, and oversight of vendor activities. The position supports tax reporting processes, regulatory compliance, vendor coordination, stakeholder inquiries, reconciliations, controls, and policy and procedure development. It includes contributing to special projects and supporting quarterly and year-end reporting, with extended hours during peak filing periods. The preferred location is Minot, North Dakota, with work-from-home or remote arrangements; remote candidates in Central or Eastern time zones are considered. Occasional travel may be required.

Requirements

3–5 years of experience in tax reporting, insurance operations, accounting, or a related field.
Strong ability to build and maintain relationships with vendors and internal stakeholders.
Ability to analyze and interpret tax laws and regulations and assess organizational impact.
Excellent written and verbal communication skills, including experience drafting procedures, business communications, and technical documentation.
Strong analytical, problem-solving, and decision-making capabilities.
Ability to present information and recommendations confidently to management and business partners.
Self-motivated, with a commitment to continuous learning and professional development.
Ability to work independently in a small team environment of 2–3 people.
Schedule flexibility to extend hours during peak tax-season periods, including January tax year-close activities and quarterly state and federal filing periods.

Nice To Haves

Public accounting experience.
Understanding of life insurance and annuity products, insurance operations, and related tax implications.
Preferred location is Minot, North Dakota.

Responsibilities

Develop expertise in tax reporting processes, including annual tax reporting cycles, federal and state tax withholding, payment processing, and regulatory filings.
Serve as a point of contact for tax reporting matters and coordinate with external vendors, including OneSource and MasterTax, to support timely and accurate reporting.
Partner with the IRS, state agencies, policyholders, and internal stakeholders to resolve tax-related inquiries, B Notices, and correspondence.
Monitor federal and state tax legislation and regulatory changes, assess business impacts, and communicate findings to key stakeholders.
Collaborate with Finance, IT, Operations, and external partners to identify, investigate, and resolve tax reporting issues.
Support training for internal teams and business process outsourcing partners, and create and maintain procedures, job aids, and reference materials.
Develop and maintain tax reporting policies and procedures, particularly as new blocks of business are integrated.
Conduct and support quarterly tax withholding reconciliations and related control activities.
Research, document, and assist in resolving technical tax reporting matters.
Contribute to special projects and work independently within a small, collaborative team.
Support year-end and quarterly reporting activities, including extended hours during peak filing periods.