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The Role
Lead state tax transformation using automation, AI, and data analytics. Analyze large tax datasets, improve tax processes and technology, support compliance and audits, partner with cross-functional teams to implement scalable improvements and maintain audit-ready documentation.
Summary Generated by Built In
Location Designation: Hybrid - 3 days per week
Senior Tax Associate - State Tax Transformation (Hybrid)
What You'll Do:• Lead tax transformation initiatives by leveraging automation, AI, and data analytics to streamline tax processes, improve efficiency, and enhance data quality across the Tax function.• Analyze and manage large, complex data sets, e.g., supporting Sales & Use Tax compliance, Informational Reporting, including Forms 1099, W-2, and other federal and state reporting requirements.• Review transactions, determine appropriate Tax treatment, resolve tax issues with internal stakeholders and external vendors, and administer tax technology solutions to improve reporting accuracy and compliance.• Partner with Finance, Procurement, IT, and business stakeholders to optimize tax data, automate workflows, and implement scalable process improvements.• Support Tax audits by preparing analyses, maintaining audit-ready documentation, responding to auditor requests, resolving audit findings, and strengthening tax processes and internal controls based on audit outcomes.What You'll Bring:
Education• Bachelor's degree in accounting, Finance, Information Systems, or a related discipline required.• CPA, MST, or other relevant professional certifications are a plus
Experience
3-5 years of State & Local Tax (SALT) experience: Proficiency in any one or more of these State Tax areas is a plus: Premium, Income, Withholding, Unemployment, Informational Reporting, Sales & Use, Personal Property Taxes.• Demonstrated success implementing tax automation, AI, or technology-driven process improvements that increased efficiency, improved accuracy, and reduced manual effort.• Proven ability to analyze, manipulate, and transform large data sets into meaningful tax and business insights for compliance, reporting, and business decision-making.• Experience supporting Tax audits.• Candidates should have experience operating within a mature corporate tax function supporting high transaction volumes, multiple legal entities, and complex compliance requirements.Required Technical Skills• Advanced Microsoft Excel skills, including Power Query, Pivot Tables, XLOOKUP, Power Pivot, and advanced data analysis techniques.• Strong proficiency with Microsoft 365, including Excel, SharePoint, Power Platform, Word, and PowerPoint.• Demonstrated experience leveraging tax automation, AI, Bots, Claude and analytics tools to improve tax operations, streamline processes, and enhance reporting.
#LI-VL1
#LI-HYBRID
Pay Transparency
Salary Range: $81,000-$105,000
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.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
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 hereto 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 the Foundation. 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: 94560
#BI-Hybrid
Senior Tax Associate - State Tax Transformation (Hybrid)
What You'll Do:• Lead tax transformation initiatives by leveraging automation, AI, and data analytics to streamline tax processes, improve efficiency, and enhance data quality across the Tax function.• Analyze and manage large, complex data sets, e.g., supporting Sales & Use Tax compliance, Informational Reporting, including Forms 1099, W-2, and other federal and state reporting requirements.• Review transactions, determine appropriate Tax treatment, resolve tax issues with internal stakeholders and external vendors, and administer tax technology solutions to improve reporting accuracy and compliance.• Partner with Finance, Procurement, IT, and business stakeholders to optimize tax data, automate workflows, and implement scalable process improvements.• Support Tax audits by preparing analyses, maintaining audit-ready documentation, responding to auditor requests, resolving audit findings, and strengthening tax processes and internal controls based on audit outcomes.What You'll Bring:
Education• Bachelor's degree in accounting, Finance, Information Systems, or a related discipline required.• CPA, MST, or other relevant professional certifications are a plus
Experience
3-5 years of State & Local Tax (SALT) experience: Proficiency in any one or more of these State Tax areas is a plus: Premium, Income, Withholding, Unemployment, Informational Reporting, Sales & Use, Personal Property Taxes.• Demonstrated success implementing tax automation, AI, or technology-driven process improvements that increased efficiency, improved accuracy, and reduced manual effort.• Proven ability to analyze, manipulate, and transform large data sets into meaningful tax and business insights for compliance, reporting, and business decision-making.• Experience supporting Tax audits.• Candidates should have experience operating within a mature corporate tax function supporting high transaction volumes, multiple legal entities, and complex compliance requirements.Required Technical Skills• Advanced Microsoft Excel skills, including Power Query, Pivot Tables, XLOOKUP, Power Pivot, and advanced data analysis techniques.• Strong proficiency with Microsoft 365, including Excel, SharePoint, Power Platform, Word, and PowerPoint.• Demonstrated experience leveraging tax automation, AI, Bots, Claude and analytics tools to improve tax operations, streamline processes, and enhance reporting.
#LI-VL1
#LI-HYBRID
Pay Transparency
Salary Range: $81,000-$105,000
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.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
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 hereto 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 the Foundation. 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: 94560
#BI-Hybrid
Skills Required
- Bachelor's degree in Accounting, Finance, Information Systems, or related discipline
- CPA, MST, or other relevant professional certification
- 3-5 years of State & Local Tax (SALT) experience
- Proficiency in one or more SALT areas (Premium, Income, Withholding, Unemployment, Informational Reporting, Sales & Use, Personal Property)
- Demonstrated success implementing tax automation, AI, or technology-driven process improvements
- Proven ability to analyze, manipulate, and transform large data sets for compliance and reporting
- Experience supporting Tax audits and maintaining audit-ready documentation
- Experience operating within a mature corporate tax function supporting high transaction volumes and multiple legal entities
- Advanced Microsoft Excel skills (Power Query, Pivot Tables, XLOOKUP, Power Pivot, advanced data analysis techniques)
- Strong proficiency with Microsoft 365 (Excel, SharePoint, Power Platform, Word, PowerPoint)
- Experience leveraging tax automation, AI, Bots, Claude, and analytics tools to improve tax operations
What the Team is Saying
Tyrone
Corporate Vice President, Employee Experience
Emma
Director, Tech, Data, AI, Ventures (TDAV)
Deepa
Chief Information Officer
Patricia
Corporate Vice President, Enterprise Technology Services
Joel
Senior Vice President, Founder & Head of New York Life Ventures
Nishit
Corporate Vice President, AI & Data Architect
New York Life Insurance Company Compensation & Benefits Highlights
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Retirement Support — The 401(k) with company match alongside a defined‑benefit pension for many employees—often with immediate vesting on 401(k) contributions—provides uncommon long‑term security. Company materials emphasize this dual‑track retirement offering for corporate roles.
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Parental & Family Support — Paid New Parent leave was doubled to eight weeks for all parents and is complemented by adoption assistance, fertility benefits, and subsidized backup childcare. Eldercare resources and return‑to‑work programs further bolster support across life stages.
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Healthcare Strength — Medical, dental, and vision coverage options are paired with mental‑health/EAP resources and, in some plans, a company‑funded HRA. Wellness amenities such as a home‑office Wellness Center and gym discounts round out the health offering.
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The Company
What We Do
At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.
Why Work With Us
New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
Not Specified
