Corebridge Financial · 7 hours ago
Tax Information Reporting Coordinator
TX-Houston
Full-time
Hybrid
Mid LevelCorebridge Financial is committed to helping individuals make meaningful financial decisions. The Tax Information Reporting Coordinator will be responsible for managing the import of tax files into compliance software, issuing tax forms, and supporting software users while ensuring adherence to legal and compliance standards.
Financial ServicesInsuranceLife Insurance
Responsibilities
Responsible for importing a large volume of tax files into compliance software annually – various 1099 forms, 5498, W2G, and 1042-S
Issue approx. 500,000+ tax forms annually. (10 legal entities – approx. $60mil withholding tax)
IRS penalty exposure associated with this task = $25mil+
E-File to the IRS 40+ original and corrected files annually
Support 300-400 Convey software users throughout the year– include giving access, password resets, training, and troubleshoot software problems
Coordinate 972-CG and CP2100 W9 solicitations between internal users and vendors
Work with vendors to troubleshoot software issues and act as liaison between vendor and internal users to communicate any software changes during the year
Work with programmers and internal users throughout the year doing file testing, new program changes, new implementations, or updates to existing tax files. Interact frequently with business areas for review and sign-off
Provide year end withholding report summaries to other tax department employees for preparation of their periodic reconciliations on a state and federal basis
Communicate to internal users of any legal and compliance changes that may affect the current reporting process, including changes to federal and state withholding rates
Coordinate distribution of IRS 1099 backup withholding notices among affected business units
Periodic SAP to Taxport 1099 Reconciliations to the ledger
Work with outside software vendors to stay current on software changes and implement necessary software updates/changes
Prepare annual state transmission files as needed
Prepare periodic state withholding deposits and file periodic withholding returns and annual reconciliations as needed
Prepare federal withholding deposits and federal forms 945, 941 and 1042 as needed
Other duties as assigned
Qualification
Required
Bachelor's degree in Accounting, Business or related field
Excellent organizational skills a must
Excellent PC skills
Previous information reporting experience
Excellent verbal and written communication skills needed with emphasis in the customer service area
Previous experience working within a team environment to meet filing deadlines and requirements necessary
Preferred
CPA candidates preferred or looking to sit for the CPA exam
Prefer candidates have experience working for a large corporate employer with numerous locations
Benefits
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Company
Corebridge Financial
Corebridge Financial is a providers of retirement solutions and insurance products. It is a sub-organization of AIG.
Founded in 1957
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Nippon Life Insurance Company of Japan
2025-11-04Post Ipo Secondary· $1B
2025-08-06Post Ipo Secondary· $1B
2024-11-07Post Ipo Secondary· $936M
Leadership Team
Alan Colberg
Lead Independent Director and Chair Nominating and Corporate Governance Committee
Ryan Vickerman
Digital Creative Director
Recent News
2026-01-07
2025-12-02
Company data provided by crunchbase