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Equitable · 6 days ago

Tax Counsel (HYBRID)

Charlotte, NC

Full-time

Hybrid

Senior Level

$213K/yr - $260K/yr

5+ years exp

Equitable is a leading financial company committed to helping clients secure their financial well-being. They are seeking an insurance product tax attorney to provide tax advice related to annuity and life insurance products and ensure compliance with federal tax laws.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

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

Qualification

Juris Doctorate degreeFederal income tax lawVariable annuity productsLegal complianceAnalytical skillsManaging multiple prioritiesInterpersonal skillsTime managementAttention to detailEffective communication

Required

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

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

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

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)