Conduct targeted tax research and analysis for assigned products and services (e.g., annuities, life insurance, Retirement plans, P&C claims). Uses analytics to provide areas of possible focus.
Research and prepares response to IRS, state information requests and/or external auditors. Works closely with tax analysts and consultants to identify risks and tax adjustments for assigned entities and response to information requests accordingly. Assist with penalty mitigation and abatement.
Prepares federal, state and local tax returns.
Review complex tax reconciliations and calculations prepared by tax analysts.
Maintain and update tax reporting procedures and controls.
Develop tax calendars and reviews with product tax manager and/or consultant.
Review and validate tax data inputs and outputs from reporting systems.
Support implementation of tax reporting changes due to regulatory updates.
Assist with performing governance & oversight functions to ensure tax compliance within our business line partners.
Act as a liaison with business units for tax-related inquiries and issue resolution.
Assists with developing tax training materials and conducts sessions for internal stakeholders.
Asks questions, seeks knowledge and demonstrates a desire to learn financial and insurance industry products and impact of tax on them.
Champions technology including AI and operational improvement culture. Uses technology in our fast paced and highly automated environment. In-depth tax systems knowledge and data management required for continued success.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Product Tax Manager/Director.
Typical Skills and Experiences:
Education: Undergraduate degree with studies in accounting, tax or other related field
License/Certification/Designation: Progress toward CPA certification, Series 6 and/or LOMA designation preferred.
Experience: Minimum of four years tax or accounting experience in a corporate or public accounting setting. Insurance or financial services experience preferred.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resource Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Normal office environment. May require extende
Benefits
Vision insuranceRemote work options
Additional Information
As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
It is our intention to fill this role in Columbus, OH. However, applications from candidates working remotely who bring critical industry skills and relevant experience may be considered.
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Job Description Summary
Do you want to invest in yourself and thrive in an environment of innovation, problem solving, collaboration and learning? If you're prepared to work in a technology-enabled, digitally-focused organization, where Product Tax is a captivating and respected career, we want to hear from you!
As a Specialist, Product Tax, you'll support accurate product-related tax reporting and withholding to help ensure compliance with federal, state and local tax requirements. You'll conduct targeted tax research and analysis for assigned products, prepare and review tax returns, reconciliations and responses to IRS, state and auditor information requests, and help maintain tax procedures, controls, calendars and system data. We'll count on you to collaborate with consultants, tax analysts and business partners to implement tax reporting changes, assist with governance and oversight activities, develop and deliver basic tax training, and use technology and analytics to identify risks, resolve issues and continuously improve our product tax processes.
Job Description
Nationwide · Ohio - Columbus, One Nationwide Plaza