New York Life Insurance Co

Senior Associate - State Tax Transformation

New York Life Insurance Co$81K — $105K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Information Systems, or related field required.
  • CPA, MST, or other relevant certifications are a plus.
  • 3-5 years of State & Local Tax (SALT) experience preferred.
  • Proficiency in various State Tax areas such as Income, Sales & Use, and Informational Reporting.
  • Ability to analyze and transform large datasets for business insights.

Responsibilities

  • Lead and enhance tax transformation through automation and data analytics.
  • Analyze complex data sets for compliance and reporting.
  • Review transactions and resolve tax treatment issues with stakeholders.
  • Partner with multiple business functions to optimize tax data and improve processes.
  • Support during tax audits by preparing documentation and responding to auditors.

Benefits

  • Comprehensive benefits package with modern workforce offerings.
  • Leave programs and adoption assistance available.
  • Student loan repayment programs included.
  • Continuous refinement of benefits based on employee feedback.
Full Job Description
Location Designation: Hybrid - 3 days per week

Senior Tax Associate - State Tax Transformation (Hybrid)

What You'll Do:
• Lead tax transformation initiatives by leveraging automation, AI, and data analytics to streamline tax processes, improve efficiency, and enhance data quality across the Tax function.
• Analyze and manage large, complex data sets, e.g., supporting Sales & Use Tax compliance, Informational Reporting, including Forms 1099, W-2, and other federal and state reporting requirements.
• Review transactions, determine appropriate Tax treatment, resolve tax issues with internal stakeholders and external vendors, and administer tax technology solutions to improve reporting accuracy and compliance.
• Partner with Finance, Procurement, IT, and business stakeholders to optimize tax data, automate workflows, and implement scalable process improvements.
• Support Tax audits by preparing analyses, maintaining audit-ready documentation, responding to auditor requests, resolving audit findings, and strengthening tax processes and internal controls based on audit outcomes.

What You'll Bring:
Education
• Bachelor's degree in accounting, Finance, Information Systems, or a related discipline required.
• CPA, MST, or other relevant professional certifications are a plus
Experience
3-5 years of State & Local Tax (SALT) experience: Proficiency in any one or more of these State Tax areas is a plus: Premium, Income, Withholding, Unemployment, Informational Reporting, Sales & Use, Personal Property Taxes.
• Demonstrated success implementing tax automation, AI, or technology-driven process improvements that increased efficiency, improved accuracy, and reduced manual effort.
• Proven ability to analyze, manipulate, and transform large data sets into meaningful tax and business insights for compliance, reporting, and business decision-making.
• Experience supporting Tax audits.
• Candidates should have experience operating within a mature corporate tax function supporting high transaction volumes, multiple legal entities, and complex compliance requirements.

Required Technical Skills
• Advanced Microsoft Excel skills, including Power Query, Pivot Tables, XLOOKUP, Power Pivot, and advanced data analysis techniques.
• Strong proficiency with Microsoft 365, including Excel, SharePoint, Power Platform, Word, and PowerPoint.
• Demonstrated experience leveraging tax automation, AI, Bots, Claude and analytics tools to improve tax operations, streamline processes, and enhance reporting.

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Pay Transparency

Salary Range: $81,000-$105,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Job Requisition ID: 94560

About New York Life Insurance Co

New York Life Insurance Company is a mutual life insurance company in the United States and one of the life insurers in the world, ranking #88 on the 2014 Fortune 500 list with over $540 billion in total assets under management, and more than $19 billion in surplus and AVR. New York Life and its subsidiaries provide insurance, investment, and retirement solutions. For 175 years, the company has been helping people put their love into action. It was founded in 1845 and is headquartered in New York.

New York Life Insurance Co Careers

Join the esteemed team at New York Life Insurance Co, a leader in the insurance industry, and propel your career to new heights with unparalleled job opportunities. As one of the most respected names in life insurance, we offer a platform where professionalism meets innovation, creating an environment ripe for personal and professional growth.

Work You’ll Do

At New York Life Insurance Co, you will be part of a culture that cherishes diversity and fosters leadership. Our team is composed of skilled professionals dedicated to providing financial security and peace of mind to our clients. By joining us, you will collaborate with top-tier experts in finance and insurance, leveraging your skills to make a meaningful impact.

Explore Career Paths

Whether you are seeking an internship, a full-time position, or a leadership role, New York Life Insurance Co provides a variety of career paths to help you achieve your professional goals. Our commitment to career development is evident through extensive training programs and continuous learning opportunities that ensure our team remains at the forefront of the industry.

Innovate and Lead

Embrace the opportunity to lead projects that drive innovation within the company and the insurance industry. New York Life Insurance Co is at the intersection of tradition and innovation, where we constantly strive to develop solutions that anticipate the needs of our clients.

Be Part of a Great Team

Our team at New York Life Insurance Co is our greatest asset. We thrive on collaboration and respect each other’s contributions, creating a supportive and inclusive workplace. Here, networking and mentorship go hand in hand with day-to-day operations, providing a robust support system for career advancement.

Future-Proof Your Career

With New York Life Insurance Co, your career is future-proofed with endless opportunities for advancement. Our comprehensive benefits package supports your life both inside and outside of work, while our leadership and diversity training prepare you to take on new challenges.

Join Our Team

Search for open positions that match your skills and interests. We are hiring creative, curious, and motivated individuals who are ready to drive their careers forward. Explore our job opportunities and find out how your talents can make a difference at New York Life Insurance Co.

Stay Connected

Keep up to date with the latest industry trends, career tips, and company news through our Careers Blog. Personalize your experience by subscribing to job alert emails, tailored to your preferences, and discover the exciting and rewarding opportunities that await at New York Life Insurance Co.

Prepare for Your Interview

Ready to join us? Prepare your resume and sharpen your interview skills to become part of a company that values vision, leadership, and a commitment to excellence. At New York Life Insurance Co, we are not just offering a job; we are offering a pathway to success.

New York Life Insurance Co – A Place Where Careers Are Made

From fostering innovation to encouraging diversity, New York Life Insurance Co is where you can pursue your passions and grow your career. Join us and make a difference in the lives of our clients and communities every day.
Learn more about New York Life Insurance Co
Size
11,960 employees
Industry
Founded
1845

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