Disability Tax Reporting Analyst--Remote

at  USAble Life

When it comes to making a meaningful difference in the lives of our customers and employees, USAble Life is always ready. We are a diverse group of individuals working together to go the extra mile. Through our DEI initiatives, employees feel empowered to bring their talents and voice to our culture.
Our passion for delivering the best products is matched only by our passion for our people. We are committed to making a meaningful difference in the lives of others which extends beyond our office walls. USAble Life has a long tradition of supporting our communities, and we’re proud of the fact that our employees share that commitment.
We have been recognized as a “Best Places to Work” in Arkansas, Florida, and Hawaii. You’ll be rewarded with opportunities for personal and professional development and opportunities for advancement. This, coupled with our engaging culture and a comprehensive benefits package, ensures we are committed to our employees.
Check out how we make a meaningful difference in the lives of others!
https://player.vimeo.com/video/518665804

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES

• Strong analytical and problem-solving skills
• Strong attention to detail
• Excellent skills in Microsoft Excel and Office
• Excellent verbal and written communication skills
• Excellent collaboration/relationship building skills
• Demonstrated ability to drive business process improvements
• Ability to handle sensitive information and maintain confidentiality
• Ability to handle a heavy workload and willing to work extended overtime hours as necessary
• General knowledge of payroll related concepts

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s Degree - related experience can substitute
• Requires a minimum of 1 year of related experience in tax reporting
• Or, equivalent military experience

PREFERRED EDUCATION AND EXPERIENCE

• Certification(s) may be desired
• Familiar with disability tax regulations and experience ensuring compliance with regulations

• Analyzes disability tax data to ensure accuracy and compliance with regulations
• Collaborates with cross-functional teams to improve tax reporting processes
• Develops and implements process improvements to enhance efficiency and effectiveness
• Provides guidance and support to internal stakeholders on disability tax reporting matters
• Stays current on tax laws and regulations related to disability benefits
• Ensures timely and accurate deposit of withheld taxes from disability claims payments, as well as timely and accurate filing of quarterly Forms 941 related to these claims
• Ensures accuracy of W-2 and FICA match elections contained in the company’s administration system, preparation, and distribution of disability claim Forms W-2 to claimants on or before Jan 31 of each year and related preparation and transmittal of electronic files to the Social Security Administration
• Provides timely customer service related to all of the above pursuant to IRS requirements
• Demonstrates high level of courtesy and professionalism in all conversations, emails, and written communications, troubleshooting and conflict-management with and between employers, claimants, agents/brokers, internal operations personnel, Internal Revenue Service personnel and reinsurer personnel while exhibiting professional judgment and technical expertise associated with disability tax rules
• Performs other duties as assigned