Tax Specialist

Job Description

Role Overview: The Tax Operations team is looking for a dynamic Tax Specialist who thrives in fast-paced environments and possesses strong technical skills and agility. Reporting to the Team Leader, you will handle advisor and customer inquiries related to individual insurance taxation, with varying complexities. You'll collaborate with tax team members and internal stakeholders, all while building positive relationships with internal and external customers. Our team values empathy and initiative, empowering employees to grow within the company. You'll be motivated to "Think Big," manage high volumes of cases efficiently, and focus on solutions by making sound decisions and applying analytical reasoning to enhance customer experiences and meet service level agreements. Position Responsibilities Accurately review and process transactions, including remittances, tax quotes, client inquiries, and reports, ensuring timely completion Provide excellent service to internal and external clients by effectively responding to emails and correspondence through thorough research and problem-solving Take ownership of inquiries, assess urgency, and resolve issues to prevent processing delays. Routinely demonstrate ownership and accountability of all requests in a proactive rather than reactive manner Coordinate year-end tax reporting for Individual Insurance, collaborating with Tax Officers to meet all deadlines and requirements. Collaborate with teams across various offices, suggest process improvements, and maintain a positive attitude to enhance service efficiency Research and identify problems, contributing to effective solutions Communicate confidently and professionally with clients, agents, and brokers, demonstrating ownership and accountability in a proactive manner Required Qualifications: College diploma or equivalent relevant work experience Relevant work experience is an advantage, but fresh graduates are welcome to apply Amenable to work onsite and from home anytime (dependent on business need AND/OR current external environment/situation) and must be willing to work on a night-shift schedule. Strong interpersonal, verbal, and written communication skills. Ability to work independently with minimal supervision and as a great teammate Demonstrated decision-making skills and the ability to respond constructively to challenges Self-starter with excellent initiative, resilience, and adaptability in a fast-paced environment Exceptional organizational skills and keen attention to detail, with a focus on excellent customer service Multi-task and prioritize daily to maintain workload and to address urgent/rush cases Preferred Qualifications: Well-versed in Excel functions Ability to develop new skillsets and learn new software/system applications quickly Consistently meet or exceed productivity, quality and service standard objectives The versatility to do many different types of work within the business area When you join our team: We’ll empower you to le