Tax Specialist

Job Posting Description

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
• 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:

• Good knowledge of Excel
• 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 learn and grow the career you want
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words
• As part of our global team, we’ll support you in shaping the future you want to see.