28 days old

Tax Analyst - Annuities and Insurance - TAX00067

Dresher, PA 19025
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Primary Location United States-Pennsylvania-Dresher

Prudential Financial is seeking a motivated individual to join the Product Tax Unit as a Tax Analyst.  The position requires a team player who is highly organized, responsive, and flexible, with the ability to handle multiple projects achieving sustainable results.


The Tax Analyst will provide compliance support to multiple product areas, with a focus on annuities and insurance.  Responsibilities include, but are not limited to, communicating IRS requirements to business partners, assisting with implementation of new IRS guidance, and ensuring products and services comply with all tax rules. The successful applicant will serve as a liaison between Corporate Tax and the applicable Business Group(s) and support business activity to ensure compliance with the tax rules.  Areas of general knowledge and support with respect to the various Prudential Business Groups are described below. Note: Applicants are not required to have product tax knowledge when applying for this position.  However, the successful candidate must have a willingness to develop technical tax skills, as well as the flexibility to move from supporting one Business Group to another.   

This is a high visibility position that requires individuals who can effectively interact with all levels of management.  This position provides excellent opportunities for growth and development.  It is ideal for an individual with the right skill set, who is energetic, motivated, creative, and proactive. 

  • Basic technical and operational knowledge of federal tax rules applicable to:
    • deferred and payout annuities
    • non-qualified annuity contracts

    • traditional and Roth Individual Retirement Annuity (IRA) contracts

    • annuities purchased by employer sponsored plans, including 401(a), 403(b) and 457 plans

    • group disability/life products, e.g., group term, COLI/TOLI/BOLI, critical illness and medical indemnity,

    • the tax rules for qualified and non-qualified plans, including 401(a), 403(b), 457 and 409A plans,

    • the definition of life insurance and modified endowment contract testing, and

    • basic information reporting forms, e.g., Forms W-9, W-8, 1099 series and 1042-S

  • Bachelors degree or at least 5 years working in a related position

  • Ability to perform technical research using multiple resources

  • Strong written, verbal, quantitative and analytical skills

  • Ability to work independently as well as within a team structure

  • Ability to learn and adapt to change

  • Strong work ethic

  • Ability to work well with others and display objectivity in difficult situations

  • Organized and flexible

  • Understanding of risk management and/or compliance concepts

  • Proven leadership track record

  • Project management skills

Other information:

  • Legal, compliance or risk, as well as operations or product background helpful
  • Outside candidates are being considered

  • Travel to other Prudential locations may be required

@!*!Prudential is a multinational financial services leader with operations in the United States Asia Europe and Latin America. Leveraging its heritage of life insurance and asset management expertise Prudential is focused on helping individual and institutional customers grow and protect their wealth. The companys well-known Rock symbol is an icon of strength stability expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services including life insurance annuities retirement-related services mutual funds asset management and real estate services. For more information please visit www.prudential.com.

Prudential is not accepting unsolicited resumes from search firms for this open position unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. All resumes submitted by search firms to any employee at Prudential via-email Internet or directly to hiring managers in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential and no fee will be paid in the event the candidate is hired by Prudential.
Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. Prudential has established and regularly maintains a preferred vendor list and even preferred vendors need to have a written search agreement signed by the Director Recruiting Programs Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.
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Posted: 2020-03-12 Expires: 2020-04-11
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Tax Analyst - Annuities and Insurance - TAX00067

Dresher, PA 19025

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