[Remote] Senior Tax Specialist- Employee Benefits Claims Team

Note: The job is a remote job and is open to candidates in USA. Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Senior Tax Specialist to lead employee benefits tax compliance, withholding, remittance, and reporting functions, ensuring adherence to federal and state tax laws. Responsibilities • Compliance Oversight – Monitors and interprets federal and state tax regulations for disability, statutory disability, and PFML programs; ensure policies and procedures remain compliant. Tracks and implements changes in state PFML laws, contribution rates, taxability rules, and filing requirements. Maintains a state-by-state compliance matrix detailing taxability, withholding rules, remittance schedules, filing deadlines, and reporting requirements. • Tax Withholding & Remittance – Confirms taxability of benefits based on premium funding source (employer-paid, employee pre-tax, employee post-tax). Oversees accurate calculation, withholding, and remittance of applicable federal and state taxes for benefits administered through our claims software platform. Collaborates with centralized Operational Accounting partners to ensure remittances are processed. • Reporting & Filing – Ensures proper preparation of required forms (e.g., W-2, 1099, and other federal/state-specific reporting for benefit payments). Collaborates with centralized Operational Accounting partners to ensure forms are prepared and filed accordingly. • Stakeholder Coordination – Serves as the subject matter expert for internal teams on benefit taxation and reporting requirements. Collaborates with vendors, clients, internal teams, and state agencies to resolve discrepancies or audit inquiries. Provides guidance and training to claims and operational teams regarding withholding and tax treatment rules. • Process Improvement & Technology – Develops standardized templates and documentation to support repeatable compliance processes. Identifies and implements process improvements to improve accuracy and efficiency. Skills • 3+ years of experience in tax compliance/administration in an insurance carrier setting • In-depth knowledge of federal and state tax rules and sick pay reporting requirements • Strong analytical skills with ability to interpret and apply complex tax regulations • Experience managing multi-state compliance requirements • High attention to detail, accuracy, and ability to meet deadlines • Experience with group insurance products (disability, PFML, life, supplemental health) • Familiarity with IRS revenue rulings and related taxation guidance • Proficiency in tax filing platforms and software • Prior experience with FINEOS, ADP, and/or Sovos software packages preferred Benefits • Medical • Dental • Vision • A 401(k) plan • Paid time off Company Overview • Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship • Equitable has a track record of offering H1B sponsorships, with 23 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job