TruStage · 14 hours ago
Analyst V, Product Tax (Hybrid)
Madison, WI
Full-time
Hybrid
Senior Level
$91K/yr - $137K/yr
7+ years expTruStage is on a mission to make a brighter financial future accessible to everyone. The Analyst V, Product Tax position is responsible for providing regulatory support and guidance on product tax and tax information reporting, while working collaboratively with business partners to ensure compliance and resolve complex tax issues.
Financial Services
Responsibilities
Perform complicated research and data analysis to identify and strengthen tax reporting controls and product tax practices
Supports various aspects of the product tax compliance model
Develop system requirements and schedules for compliance initiatives
Conduct compliance reviews on withholding and information reporting processes
Provide detailed verbal and written compliance guidance to business partners
Support transactional research, forms review, tax reporting, unclaimed property, and claims
Respond to internal/external inquiries and research product tax issues
Build strong relationships with business partners to resolve complex tax issues and ensure alignment on compliance initiatives
Provide clear, actionable compliance guidance to business partners; communicate complex tax rules in understandable terms
Requires extensive experience in product tax and tax information reporting and withholding (IRW)
Applies best practices and knowledge of internal/external business issues to improve tax compliance
Strong understanding of annuity and life insurance product development and regulatory compliance
Solves complex problems with innovative, flexible approaches
Leverages data analytics to identify trends in product tax and reporting
Supports, coach and guide team members creating a productive team environment
Works independently with minimal supervision
Qualification
Required
Bachelor's degree in a related field
Minimum 7 years of experience in product tax, tax information reporting, and accounting experience
In-depth knowledge of tax reporting concepts, practices, and procedures
Expertise in federal tax laws Chapters 3, 4, 61 regulations and filing requirements for Forms 1099, 5498, 945, 1042, 1042-S. With additional expertise in state tax laws
Demonstrated ability to prioritize workload and manage most conflicts to successful resolution in a fast-paced environment
Demonstrated good written and verbal communication skills and ability to translate technical tax information into understandable and actionable information
At least 3 years of leadership experience; preferably on a product tax and information reporting compliance team
Prior experience with process re-engineering, design and automation
Preferred
FLMI and/or CPCU designation preferred
Benefits
Medical
Dental
Vision
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401k
Tuition reimbursement
Company
TruStage
TruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them.
1001-5000 employees
H1B Sponsorship
TruStage 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 (22)
2024 (15)
2023 (13)
2022 (25)
2021 (15)
2020 (15)
Funding
Current Stage
Late StageLeadership Team
Sidd Kuckreja
SVP, Chief Technology Officer
Brian J. Borakove
Senior Vice President - Deputy Chief Financial Officer
Company data provided by crunchbase