Tax Counsel (HYBRID) at Equitable

Syracuse, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

21 May, 26

Salary

260000.0

Posted On

20 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Federal Income Tax Law, Estate Tax Law, Compliance, Variable Insurance Products, Annuity Product Development, Life Insurance Product Development, Statutory Requirements, Regulatory Requirements, Payroll Taxation, Benefit Taxation, Information Reporting, Withholding, Analytical Skills, Counseling Skills, Interpersonal Skills, Time Management

Industry

Financial Services

Description

The Equitable Law Department’s Mission is to Serve as Equitable’s trusted counsel empowering Equitable to pursue its noble purpose by upholding the highest standards, forging collaborative relationships and delivering creative solutions. At Equitable we have reimagined how we want to work and are guided by principles of inclusivity, flexibility, and connection. Come join the Legal team and enjoy working for a leading financial company with an amazing and diverse culture! About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for an insurance product Tax Attorney within the Insurance Products Practice Group, which is a part of Equitable’s Legal and Compliance organization. The role includes providing tax advice to Equitable’s retirement product business areas related to its annuity and life insurance product offerings. Additionally, this role will provide advice related to tax issues resulting from the administration of the company’s products. If you are ready for this exciting challenge, don’t hesitate and apply today! What You’ll Be Doing Counsel in connection with various federal income and estate tax law and compliance matters that may arise concerning the design, sale (or exchange of) and administration of variable insurance products, including the review and revision of variable insurance product disclosures and related point-of-sale materials. Provide education and advice to product, sales, and service teams in connection with qualified and nonqualified plan tax law and compliance. Provide legal support in connection with annuity and life insurance product development, administration and implementation. Advise on existing and new statutory and regulatory requirements to ensure compliance. Provide general corporate tax advice in connection with the company’s payroll, benefit taxation, information reporting and withholding, and other tax matters as assigned. This position offers a hybrid work schedule in our New York, NY or Charlotte, NC offices, with an on–site presence of 2-3 days per week combining flexibility with team collaboration. The total targeted compensation range for this position is $213,000 - $260,000. Total compensation varies based on skills, experience, geographical location and other factors. 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 What You Will Bring Required Qualifications: Juris Doctorate degree. 5+ years of experience with a top-tier law firm or in-house legal department with a focus on federal income tax law issues as they relate to the design, distribution, and administration of variable annuity and life insurance products. Ability to manage and prioritize complex matters. Established analytical and counseling skills. Effective interpersonal skills with the ability to establish and maintain working relationships with others. Ability to work independently and meet deadlines while handling multiple tasks with minimal supervision. Capability to maintain professionalism under pressure. Defined sense of ownership of tasks and responsibilities. Preferred Qualifications: Professional, energetic team-player with a positive attitude and outlook. Flexible and willing to respond to unanticipated issues and constantly reprioritize based on business demands. Self-motivated with demonstrated time management skills. Adaptive to “think on your feet” and think creatively. Outstanding interpersonal skills and strong ability to establish and maintain effective working relationships with others. Skills Accuracy and Attention to Detail: Understand the necessity and value of accuracy; ability to complete tasks with high-level of precision. Effective Communication: Understand effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. 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. 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. Click Careers at Equitable to learn more. ********** 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 role involves providing tax advice concerning the design, sale, and administration of variable insurance products, including reviewing disclosures and related materials. Counsel will also provide education and advice on qualified and nonqualified plan tax law and compliance for product, sales, and service teams.