Withholding Tax Analyst

What you can expect as the Withholding Tax Analyst: Analyze and apply all federal and state statutory withholding requirements, and unclaimed property for all Companies and lines of business.
Executing federal and state withholding deposits, and unclaimed property filings and required mailings according to statutory requirements.
Recognize, research and recommend resolution to tax withholding issues.
Assist with filing of Information Reporting Forms (1099R, 5498, 1042S, 1099LTC,1099MISC,1099INT, Puerto Rico Series).
Utilize technology and drive projects in support of regulatory changes, team objectives, and for continuous process improvement.
Work with all related Sammons Financial Group Companies' teams across all locations collaboratively reflecting our corporate shared values while maintaining strict confidentiality over appropriate information.
Apply extensive knowledge of Internal Revenue Service (IRS) and State regulations to research and resolve various tax reporting, and unclaimed property issues.
Accountable for timely and accurate completion of Internal Revenue Service (IRS), all State, and Puerto Rico withholdings filings for all Companies, including tracking and receiving back of refunds, and balancing of subsidiary accounts.
Accountable for timely and accurate completion of State Unclaimed Property Filings, maintaining any necessary work papers and subsidiaries.
Assist in the preparation of Internal Revenue Service (IRS) filings for 1099R, 5498, 1042S, 1099LTC, 1099MISC, 1099INT, Puerto Rico series information reporting forms, including coordination of mailing, printing, and imaging for all Companies.
Direct communication with regulatory bodies (IRS or State Regulatory bodies) and coordinate with and support communications, including any auditors, in areas of responsibility.
Communicate effectively with areas outside of Corporate Accounting to identify and implement projects that impact state and federal withholding, unclaimed property, as well as, tax form 1099 Series, 1042S, 5498, Puerto Rico Series, 972CG and CP2100.
Apply extensive knowledge of Sammons Financial Group technology platforms, programming jobs, or new technology in order to effectively implement changes in the organization that impact federal and state withholding, unclaimed property, and tax form 1099 Series, 1042S, 5498, Puerto Rico Series, 972CG and CP2100.
Apply knowledge of the Sammons Financial Group entities, business units, chart of accounts, processes and controls in order to effectively implement changes in the organization that impact federal and state withholding and unclaimed property.
Develop and maintain effective, positive and collaborative working relationships with key stakeholders across the organization including several geographic locations.
Produce various analytical reports, research items or trends that are unusual and communicate findings to manager.
Maintain written procedural documentation for all assigned tasks and adhere to written processes and procedures in support of the required internal controls.
Support the PAIRUP team in special assignments and projects as deemed necessary to meet departmental goals.
Coach, train, mentor and motivate the activities of other PAIRUP new members.
The workload may occasionally demand additional work outside of the company's standard 40-hour work week, specifically during tax season.
Demonstrate collaborative team skills within and outside of Corporate Accounting and the ability to work in a positive fashion toward common organization goals.
Commitment to embrace Sammons Financial Group Companies shared values (Respect, Accountability, Integrity, and Openness) As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
What we are looking for: Bachelor's Degree in Accounting or relevant business field preferred 2-4 years' experience in accounting or relevant business area preferred High degree of analytical skills and judgment Strong organizational skills Strong mathematical ability Ability to work independently to identify and resolve complex issues Ability to prioritize multiple projects and allocate time as needed Ability to adapt to change and learn quickly Demonstrates effective use of Microsoft Office and company specific software applications Desire to attain or further insurance-industry specific skills in tax reporting and product knowledge High degree of professionalism, motivation and intellectual curiosity Effective written and verbal communication skills; ability to work with and communicate with senior leaders outside of Corporate Accounting, external auditors, and other regulatory bodies Criminal background check required.
FINRA regulations require fingerprinting for this position.
Management reserves the right to determine and approve incumbent suitability for this position.
Sammons Financial Group Companies offers some of today’s most sought after life insurance, annuity, retirement planning products and portfolio-management solutions.
Unlike most financial organizations, our companies are not publicly traded, which means we’re focused on long-term value rather than short-term earnings pressures.
As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities.
Individually, our companies provide value in the products and services they offer.
Together we represent a history of strength and longevity.
What you can expect when you join Sammons Financial Group: A casual dress code (yep – that means jeans!) A company you want to be a part of, driven by inspiring leaders and a fun, friendly work environment.
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
Healthy balance between work and personal lives.
Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
Our competitive benefit package includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
A generous retirement program.
Our Employee Stock Ownership Plan (ESOP) is a 100% company funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
A company that celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer.
We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.