Senior Associate - State & Local Tax Accountant

Location Designation:Hybrid - 3 days per week

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You willbe part ofan inclusive teamguided by our belief to always be there for each other-providing the support and flexibilityto grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Business Overview:

New York Life is seeking a highly skilled and motivated State and Local Tax (SALT) Professional to join our dynamic tax team. This Indirect Tax position will have a particular emphasis on sales and use taxes and/or informational/withholding reporting supporting our insurance business operations, procurement process and ensuring compliance with state and local tax regulations.
As a key member of our tax department, you will be responsible for handling various indirect tax related matters, including overseeing state and local reporting and advisory services. A strong understanding of sales and use tax regulations, and a proven ability to navigate complex reconciliation requirements are a plus.
________________________________________
What You'll Do:
* Sales & Use Tax Objectives
o Review state and local sales and use tax returns for multiple jurisdictions.
o Analyze business transactions to ensure proper taxability of goods and services.
o Work with external vendors to resolve sales tax issues and discrepancies.
o Identify and resolve discrepancies or issues in sales tax calculations.
o Implement, configure, and manage sales tax software to meet business needs and maintain accuracy in sales tax reporting
* Informational Reporting
o Oversee the timely and accurate preparation and filings of federal, state, and local tax compliance, including the uploading of forms 1099, 1042-S, W2, and related documents.
o Assist with the reconciliation of tax reporting data and preparation of tax schedules.
o Coordinate with internal stakeholders to collect necessary information for reporting.
* Advisory and Strategy
o Provide proactive advice on the impact of state and local tax laws on business operations and strategies.
o Support the development of tax-efficient strategies and help identify opportunities for tax savings.
* Audit Support
o Assist in managing state and local tax audits, including gathering documentation, responding to queries, and implementing audit adjustments.
* Tax Technology and Automation
o Leverage tax technology to streamline compliance processes and improve efficiency.
o Contribute to system upgrades or implementation of new tools to support tax reporting needs.
________________________________________
What You'll Bring:
* Education:
o Bachelor's degree in Accounting, Finance, or a related field. CPA or MST is a plus.
* Experience:
o 3-5 years of experience in state and local taxation, with a focus on either information reporting (e.g., 1099s, 1042-S) and/or sales taxes.
o Familiarity with tax compliance software and ERP systems (e.g., SAP, Thompson Reuters Determination, Ariba, One Source Tax Information Reporting or similar tools).
* Skills & Knowledge:
o In-depth understanding of state and local tax laws, regulations, and compliance requirements.
o Strong analytical skills with the ability to interpret complex tax legislation.
o Excellent communication skills to work cross-functionally with teams across the organization.
o Detail-oriented with strong organizational and problem-solving abilities.
o Ability to work with minimal supervision and take initiative.
* Technology Proficiency:
o Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint), with advanced Excel skills (pivot tables, v-lookups, etc.).
o Knowledge of tax automation tools and ERP systems is a plus.

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range:$77,500-$95,000

Overtime eligible:Exempt

Discretionary bonus eligible:Yes

Sales bonus eligible:No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by theFoundation.We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.

Job Requisition ID:91778