Senior Tax Analyst

Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act   decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Senior Tax Analyst

Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work

About The Role

The Senior Tax Analyst position focuses on tax reporting and administration for our retirement services. The primary responsibilities include managing 1099 tax software, overseeing tax reporting processes for half a million forms across various tax categories (1099 series, 5498, W-2G, 1040-2s), and administering tax filings for multiple states. The role will involve working closely with programmers to drive automation initiatives and supporting federal and state tax reporting. The manager will lead a team in India, ensuring accurate and timely tax compliance for our retirement and insurance products.

Responsibilities

Information Reporting - Primary point person surrounding the Convey Compliance, Inc. software used for information reporting.

• Responsible for importing a large volume of tax files into compliance software annually – various 1099 forms, 5498, W2G, and 1042-S.
• Issue approx. 500,000+ tax forms annually. (10 legal entities – approx. $60mil withholding tax).
• IRS penalty exposure associated with this task = $25mil+.
• E-File to the IRS 40+ original and corrected files annually.
• Support 300-400 Convey software users throughout the year– include giving access, password resets, training, and troubleshoot software problems.
• Coordinate 972-CG and CP2100 W9 solicitations between internal users and vendor.
• Work with vendor to troubleshoot software issues, and act as liaison between vendor and internal users to communicate any software changes during the year.
• Work with programmers and internal users throughout the year doing file testing, new program changes, new implementations, or updates to existing tax files.
• Interact frequently with business areas for review and sign-off.
• Provide year end withholding report summaries to other tax department employees for preparation of their periodic reconciliations on a state and federal basis.
• Communicate to internal users of any legal and compliance changes that may affect the current reporting process, including changes to federal and state withholding rates.
• Coordinate distribution of IRS 1099 backup withholding notices among affected business units.
• Periodic SAP to Taxport 1099 Reconciliations to the ledger.

Other Duties

• Work with outside software vendors in order to stay current on software changes and implement necessary software updates/changes.
• Prepare annual state transmission files as needed.
• Prepare periodic state withholding deposits and file periodic withholding returns and annual reconciliations as needed.
• Prepare federal withholding deposits and federal forms 945, 941 and 1042 as needed.
• Other duties as assigned

This position requires the ability to complete more complex analytical tax tasks on an as needed basis.

Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.

Skills and Qualifications

• Bachelors Degree in Accounting, Business or related field.
• CPA candidate preferred or looking to sit for the CPA exam.
• Excellent organizational skills required.
• Excellent PC skills.
• Previous information reporting experience.
• Excellent verbal and written communication skills needed with an emphasis in the customer service area.
• Prefer the candidate to have experience working for a large corporate employer with numerous locations.
• Previous experience working within a team environment in order to meet filing deadlines and requirements necessary.

Work Location

This position is based in Corebridge Financial’s Houston office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being
• Retirement Savings: We offer retirement benefits options, which vary by location.  In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected].  Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location.  In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected].  Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area: