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.
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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.
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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.
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
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
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Job Requisition ID: 94560
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation.
Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally.
Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual
Orientation/Gender Identity
Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services.
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