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About the Role

The Tax Accountant will provide core operational support to the Senior Tax Accounting and Planning Lead, focusing on day-to-day corporate tax compliance, monthly data preparation, and backup withholding execution. This role is key during system migrations, regulatory filings, and business inquiry resolutions, blending insurance tax accounting with modern enterprise cloud data environments.

Responsibilities

• Own the end-to-end data validation and generation process for IRS Form 5498.
• Verify prior-year Fair Market Value ledger balances against administrative systems.
• Audit and reconcile contribution and Required Minimum Distribution (RMD) flags.
• Process corrected Form 5498 filings.
• Manage the end-to-end withholding and information reporting lifecycle for Independent Marketing Organizations (IMOs) and independent agents.
• Execute and track backup withholdings for contractors who fail to provide valid Taxpayer Identification Numbers (TINs).
• Oversee data consolidation and validation for the annual generation of Form 1099-NEC and Form 1099-MISC.
• Perform monthly audit checks matching commission ledger payouts against tax withholding accounts.
• Serve as the primary internal resource to answer ad hoc tax questions from agents, IMOs, and customer service teams.
• Provide clear guidance on the taxation of annuity death benefits.
• Research and address technical queries regarding the taxable gain embedded in policy surrenders.
• Resolve commission tax disputes, address corrected 1099 requests, and interpret IRS guidelines.
• Manage and execute weekly Electronic Funds Transfers (EFT) for federal and state tax withholdings.
• Prepare annual Form 945 (Annual Return of Withheld Federal Income Tax) for non-payroll distributions.
• Maintain daily liabilities on Form 945A to match deposit schedules.
• Track federal income tax withheld from annuitant surrenders, lump-sum distributions, and periodic payments.
• Perform weekly reconciliations between distribution administration platforms and ledger cash accounts.
• Support the end-to-end execution of Federal, State, and Premium tax filings.
• Maintain detailed documentation for internal tax workflows to support robust internal controls.
• Extract and organize accounting data required by corporate Legal, external advisors, and affiliate teams.
• Maintain sub-ledgers and schedules for Deferred Tax Assets (DTAs).
• Assist in calculating the consolidated Federal tax provision under the tax-sharing agreement.
• Apply the tax-sharing protocol to calculate and track provisions across affiliates.
• Prepare workpapers that align with both required reporting standard bases.
• Assist in moving legacy tax provision workflows out of offline Excel models.
• Learn and utilize Oracle Ledger and Databricks to extract data and automate routine tax calculations.
• Validate data integrity between source financial systems and tax software tools.
• Execute tasks within a rigid monthly tax close cadence.
• Prepare monthly tax accruals and journal entries accurately and within tight close timelines.
• Perform monthly reconciliations for all tax balance sheet accounts.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• 1–3 years of corporate tax, public accounting, or insurance/annuity tax operations experience.
• Foundational knowledge of IRS Form 5498, Form 1099 rules, backup withholding, Form 945 deposit rules, and corporate income tax (ASC 740 / SSAP 101).
• Intermediate to advanced Excel skills.
• Familiarity with Oracle Ledger, Databricks, IRS EFTPS, or information reporting filing platforms is preferred.
• Strong verbal and written communication skills to handle technical tax questions from non-accounting professionals.
• High attention to detail, strong problem-solving skills, and an eagerness to learn cloud-based financial data tools.
• Must be eligible to work in the United States.

Skills

• Excel
• Oracle Ledger
• Databricks
• IRS EFTPS
• Information reporting filing platforms
• Tax accounting
• Corporate tax compliance
• State premium tax
• Annuitant tax reporting
• Distribution tax reporting
• OneSource™ tax software
• Statutory reporting
• GAAP reporting
• IRS Form 5498
• Form 1099 rules
• Backup withholding
• Form 945 deposit rules
• ASC 740
• SSAP 101
• Communication skills
• Problem-solving skills

Location

• Lincoln, NE

Work Type

• Onsite

Experience Level

• 1-3 years

Education Level

• Bachelor's degree in accounting, finance, or a related field

About the Company

• American Life is a cutting-edge, tech-forward life and annuity insurance carrier, a subsidiary of American Life Financial Partners, LLC.
• We combine industry best practices with state-of-the-art, entirely cloud-based digital platforms to deliver market-leading retirement solutions.
• Backed by explosive growth, a solid AM Best B++ financial strength rating, and a commitment to challenging the status quo, we are modernizing insurance operations.
• Our core operating entity, American Life & Security Corp. (ALSC), is a fast-growing annuity carrier with Assets under Management (AUM) approaching $8 billion and annual sales approaching $1.5 billion.
• Our finance team thrives on a high-performance, high-trust culture.
• Our CFO motto is “Trusted business partners.”

Equal Opportunity

• American Life is an Equal Opportunity Employer.
• If you need assistance or an accommodation due to a disability, you may contact us at 402-817-5701.