Tax Specialist

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job Summary
This is role is on the Claims Shared Services on the Disability, Absence Finance/Tax Team and will run reporting, answering tax and financial related questions on disability and absence claims. Be a liaison/QA between claims and central tax/legal/compliance departments.

Accountabilities

• Roles including but not limited to:
• Running claims reports for other departments and external clients
• Daily Wire
• Tax Remittance
• Income Benefit Reports
• Anti-Money Laundering
• Answering general tax inquires
• Testing data files for year-end tax filings
• Create Claim of Right and refiling reimbursement letters to clients and claimants
• Issuing funds
• Tax refiling reimbursement
• TDI Bank Funding
• Tax Refund
• Order payments for invoices
• Premium Deduction Distribution
• Distribution of stale funds to Client and State
• Processing overpayment payments and canceling payments
• Manual overrides in Tax System
• Late Original W2s and 1099s
• W2cs and 1099 Corrected
• Tax Adjustments
• Research Stale Checks for Escheatment
• Reissue stale checks to Client or State
• Responds to all e-mail and phone inquiries within 48 hours
• Conducts training sessions for new and existing employees
• Maintains high levels of customer service with internal and external clients
• As the position develops and changes with the needs of the business, you will be expected to adapt to the changes accordingly

Qualifications

• BS/BA degree preferred with a minimum of 3+ years experience
• Tax, Escheatment and Accounting knowledge or experience preferred
• Proficient with Windows and Microsoft application ( MS Excel, MS Access, MS Word)
• Ability to work and solve problems independently
• Ability to work independently and part of a team
• Good communication (verbal and written) skills
• Time management skills
• Ability to negotiate and influence others without authority

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you. 
  
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! 
 
Life is brighter when you work at Sun Life 

•    Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical, and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more 
•    Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account  
•    A flexible work environment with a friendly, caring, collaborative and inclusive culture  
•    Great Place to Work® Certified in Canada and the U.S.  
•    Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running 
  
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. 
  
If you are a California resident, the salary range for this position is:  
•    Southern California region: $55,900-75,500 - $max annually 
•    Central California region: $55,900-- $75,500 annually 
•    Northern California region: $59,700 - $80, annually 
  
If you are a Minnesota, Colorado or Nevada resident, the salary range for this position is $50,600 - $68,300 annually 
 
If you are a Illinois, Connecticut or Maryland resident, the salary range for this position is $53,000 - $71,600 annually 
 
If you are Washington, Washington D.C., and Rhode Island resident, the salary range for this position is $55,900 - $75,500 annually 
  
If you are a New York resident, the salary range for this position is $55,900 - $75,500 annually 

•    The full range minimum and maximum listed in the job posting is tied to the GCF level and job family. 
 
We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits. 
 
Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more. 
 
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.  
 
#LI-remote 
 

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email recruitingUS@sunlife.com to request an accommodation.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.