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Equitable · 3 weeks ago

Operations Tax Specialist

United States

Full-time

Remote

Mid Level

$69K/yr - $78K/yr

Equitable is a company committed to helping clients secure their financial well-being. The Operations Tax Specialist will work closely with management to transform tax operations from manual to automated, acting as a trusted advisor to identify strategic priorities and communicate risks and opportunities.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

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

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

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

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

Qualification

IRS tax forms knowledgeExcelAnalytical thinkingPower BITax reporting softwareProcess improvementCustomer-service mindsetClear communicationProblem-solvingInterpersonal skillsAdaptability

Required

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

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

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)