Current Positions

Tax Manager/VP Level (56079)

This firm specializes in providing retirement services. With headquarters in Manhattan, they are undoubtedly an industry leader and one of the U.S.' financially strongest life insurance companies.


  • Review all federal and state information tax reporting and withholding requirements with a strong emphasis on pension product taxation
  • Develop and maintain Tax administration system and procedures for information reporting of employment taxes, insurance, and mutual fund products (qualified and nonqualified retirement plans, such as IRA's 401(k)'s, pension plans)
  • Handle audit inquiries related to information reporting and withholding
  • Provide documentation to clients and vendors (W-9's, b-notices, 8802, Treaty benefits)
  • Review documentation from clients to ensure proper information reporting and taxes withheld
  • Develop and maintain the system for monitoring reclamation of backup withholding and foreign taxes withheld at source for general and separate accounts
  • Research and disseminate federal, state and local tax changes with respect to the withholding requirements
  • Responsible for reviewing all year-end tax information reports
  • Responsible for preparing all system development requests for year-end tax information reporting


  • Bachelor's degree in relevant field
  • Display strong corporate tax experience 
  • Insurance industry, asset management background preferred
  • Payroll tax experience and non payroll withholding filing experience required
  • Knowledge of tax systems required
  • FLS a plus
  • DISC-IRS a plus





Base Salary


Bonus Eligible



New York City, NY

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