Sr Tax Analyst, Wealth Solutions

March 5

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Voya Financial

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Voya Financial is a leading financial services company that provides a wide range of retirement, investment, and insurance products to help individuals, families, and institutions plan, invest, and protect their future. With a focus on retirement savings and workplace benefits, Voya connects benefits and savings to simplify financial experiences and enhance financial security. The company is committed to making a positive difference by serving others through its unique culture, and has been recognized for its values and customer-centric approach. Voya also engages in initiatives like the Voya Behavioral Finance Institute for Innovation to further its mission of transforming financial care in the workplace.

Retirement • Investments • Insurance

5001 - 10000 employees

Founded 1998

💸 Finance

📋 Description

• The Sr. Tax Analyst is responsible for specific tasks relating to compliance with federal and state tax rules associated with tax reporting and withholding on distributions from and contributions to retirement plans and products. • Able to interpret and explain rules associated with the calculation and application of federal and state tax withholding. • The role may include broad responsibilities or require a more narrow focus, such as developing expertise in the taxation of distributions from Puerto Rico qualified plans. • The Sr. Tax Analyst may be responsible for training less experienced associates and running complex tax processes with managerial oversight.

🎯 Requirements

• Bachelor's degree in accounting or related field (e.g., Business, Economics) • 5 or more years’ experience with 401(a)/(k), 403(b), Governmental 457(b). Non-governmental 457(b), and 409A plans’ Traditional, Roth, SEP and SIMPLE IRAs; Non-Qualified Annuities; Employee Benefits, with emphasis on tax withholding and reporting requirements. • Experience with Forms 1099-R, W-2, 1042-S, 5498, 1099-MISC and 1099-NEC and the associated federal and state withholding rules relating to distributions from retirement plans and products • Ability to read, analyze and interpret tax laws and regulations and determine impact on both the Tax team and the enterprise organization • Ability to write memos, procedures and other correspondence • Ability to effectively present information and respond to questions from managers and business units • Ability to identify and resolve problems in a timely manner • Willingness to make decisions, support and explain reasoning for decision and include appropriate individuals in decision-making process • Reacts well under pressure, treats others with respect, accepts responsibilities for own actions and follows through on commitments • Knowledge of Microsoft Office, including Outlook, Word, and Excel • Demonstrates accuracy and thoroughness, looks for ways to improve and promote quality • Volunteers readily, undertakes self-development activities, seeks increased responsibilities, asks for and offers help when needed

🏖️ Benefits

• Health, dental, vision and life insurance plans • 401(k) Savings plan – with generous company matching contributions (up to 6%) • Voya Retirement Plan – employer paid cash balance retirement plan (4%) • Tuition reimbursement up to $5,250/year • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. • Paid volunteer time — 40 hours per calendar year