Tax Operations Specialist
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Tax Operations Specialist to provide
tax administrative support and enhance client experiences.
Key Responsibilities
Process non-financial tax-related administrative functions for life
insurance and annuity products
Interpret service requests and navigate multiple administration
systems to document requests
Develop and maintain standard operating procedures (SOPs) to ensure
clarity and efficiency in work processes
Required Qualifications
High School Diploma or equivalent; Bachelor's Degree in a related
field preferred
2-5 years of related work experience in the life insurance and/or
annuities industry required
Experience with claims, financial, non-financial, or
premium/payment transactions involving life insurance and/or
annuity products
Foundational understanding or strong desire to learn tax rules and
regulations applicable to life insurance and annuities
Proficiency in Microsoft Excel (intermediate to advanced)
Keywords: VirtualVocations, Poway , Tax Operations Specialist, Accounting, Auditing , Vista, California
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