Operations Tax Specialist at Equitable

, , United States -

Full Time

Start Date

Immediate

Expiry Date

24 Mar, 26

Salary

78000.0

Posted On

24 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Thinking, Customer Support, Problem Solving, Process Improvement, Regulatory Environment, Results Orientation, Strategic Thinking, Excel, IRS Compliance, Data Analysis, Communication, Collaboration, Adaptability, Training, Risk Management, Continuous Improvement

Industry

Financial Services

Description

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? As an Operations Tax Specialist, the candidate will work closely with Management to transform the tax operations functions from manual and reactive to automated, data-driven, and strategically aligned. The candidate will act as a trusted advisor to management, proactively identifying strategic priorities and communicating risks, opportunities, and progress. Some key initiatives and responsibilities include but are not limited to: Process Transformation Map and analyze current tax data/processes to identify high-risk manual points and compliance risks. Lead initiatives to improve workflows and implement data-driven solutions. Evaluate current system capabilities and IRS compliance gaps. Collaborate on the implementation of SOPs, templates, and workflows ensuring consistency across all business lines. Compliance & Risk Management Track penalty exposure metrics and recommend mitigation strategies. Participate in control reviews and execute process improvement projects. Research and apply IRS updates and annual tax regulations to internal workflows. Formally document end to end tax processes and build centralized knowledge repositories. Stakeholder Engagement Act as a liaison between management and internal teams to resolve tax-related issues and mitigate negative downstream impact. Provide timely escalation and feedback on tax matters. Support strategic planning through data-driven tax insights. Work with third party vendors and other stakeholders to gather data and/or complete tasks. Continuous Improvement & Training Embed framework that supports ongoing process enhancement for tax operations. Maintain a log of metrics for areas of improvement and achievements. Support training for new processes and IRS updates to include but not limited to sharing knowledge and cross training. The base salary range for this position is $69,000 - $78,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program Required Qualifications: Understanding of IRS tax forms and their purpose. Intermediate to advanced Excel knowledge. Resourcefulness, familiarity with the IRS website, tax laws, and publication 1220. Analytical and critical thinking to interpret patterns and risks. Adaptability to new technology and processes. Preferred Qualifications: Familiarity with Power BI and/or Tableau. Experience using tax reporting software (e.g. SOVOS). Ability to explain complex tax concepts and requirements to non-tax professionals. Experience and familiarity with Equitable products and systems, A “can do!’ attitude. Ability to think outside the box. Clear written and verbal communication. Detailed-oriented and deadline driven. Proactive problem-solving and accountability. Interpersonal and cross-functional collaboration skills. Customer-service mindset. Coachable, open to constructive criticism. Works well under pressure. Profound sense of urgency. Skills: Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Customer Support Function: Knowledge of the major responsibilities, accountabilities, and overall organization of the customer support function or department; ability to properly support customer inquiries and bring problems to a timely resolution. Customer Support Operations: Knowledge of customer support techniques, tools, technologies, and best practices; ability to utilize all aspects of customer support operations to manage a call center. Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support. Customer Support: Trends and Directions: Knowledge of the marketplace and new developments in customer support; ability to predict trends related to the Customer Call Center or Support function. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. Process Improvement: Understanding and insight into evaluating current product quality and production methods and ability to maintains focus on the continuous improvement of processes, products and services. Regulatory Environment - Financial Services: Knowledge of regulatory environment; ability to help an organization comply with regulations at the federal, state and local level and follow the organization-specific policies and guidelines, affecting business practices. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization. ABOUT EQUITABLE At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Responsibilities

The Operations Tax Specialist will transform tax operations from manual to automated processes while acting as a trusted advisor to management. Responsibilities include process transformation, compliance management, stakeholder engagement, and continuous improvement initiatives.