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Equitable · 2 weeks ago

Senior Tax Specialist- Employee Benefits Claims Team

United States

Full-time

Remote

Mid, Senior Level

$75K/yr - $85K/yr

3+ years exp

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Senior Tax Specialist to lead employee benefits tax compliance and reporting functions, ensuring adherence to federal and state tax laws while collaborating across departments to support the Employee Benefits organization.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Compliance Oversight – Monitors and interprets federal and state tax regulations for disability, statutory disability, and PFML programs; ensure policies and procedures remain compliant. Tracks and implements changes in state PFML laws, contribution rates, taxability rules, and filing requirements. Maintains a state-by-state compliance matrix detailing taxability, withholding rules, remittance schedules, filing deadlines, and reporting requirements

Tax Withholding & Remittance – Confirms taxability of benefits based on premium funding source (employer-paid, employee pre-tax, employee post-tax). Oversees accurate calculation, withholding, and remittance of applicable federal and state taxes for benefits administered through our claims software platform. Collaborates with centralized Operational Accounting partners to ensure remittances are processed

Reporting & Filing – Ensures proper preparation of required forms (e.g., W-2, 1099, and other federal/state-specific reporting for benefit payments). Collaborates with centralized Operational Accounting partners to ensure forms are prepared and filed accordingly

Stakeholder Coordination – Serves as the subject matter expert for internal teams on benefit taxation and reporting requirements. Collaborates with vendors, clients, internal teams, and state agencies to resolve discrepancies or audit inquiries. Provides guidance and training to claims and operational teams regarding withholding and tax treatment rules

Process Improvement & Technology – Develops standardized templates and documentation to support repeatable compliance processes. Identifies and implements process improvements to improve accuracy and efficiency

Qualification

Tax compliance experienceFederalState tax knowledgeAnalytical skillsMulti-state complianceGroup insurance productsIRS revenue rulings familiarityTax filing software proficiencyManaging multiple prioritiesProcess mappingEffective communicationsProject administration

Required

3+ years of experience in tax compliance/administration in an insurance carrier setting

In-depth knowledge of federal and state tax rules and sick pay reporting requirements

Strong analytical skills with ability to interpret and apply complex tax regulations

Experience managing multi-state compliance requirements

High attention to detail, accuracy, and ability to meet deadlines

Experience with group insurance products (disability, PFML, life, supplemental health)

Familiarity with IRS revenue rulings and related taxation guidance

Proficiency in tax filing platforms and software

Preferred

Prior experience with FINEOS, ADP, and/or Sovos software packages preferred

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)