National Life Group · 13 hours ago
Policy Tax Specialist
Addison, TX
Full-time
Onsite
Entry, Mid Level
$19/hr - $28/hr
2+ years expNational Life Group is one of America’s fastest-growing insurance companies, dedicated to providing families with stability through insurance and annuities since 1848. The Policy Tax Specialist will be responsible for inputting and quality checking tax reporting on policy-based disbursements, performing calculations, and facilitating the mailing of tax forms to ensure compliance with IRS guidelines.
Health CareInsuranceLife Insurance
No H1B
Responsibilities
Inputting and quality checking the tax reporting upon insurance, annuity, and pension distributions
Taxpayer identification number processing to comply with IRS guidelines
Calculate cost basis and gain for all policy and annuity disbursements and exchanges
Facilitate all tax importing and tax form production
Facilitate annual mailings to clients to comply with IRS guidelines
Qualification
Required
Bachelor's degree in related discipline a plus
Mathematical calculation skills, analytical skills and experience preferred
Must be able to comply with IRS deadlines
Demonstrates customer focus and a keen appreciation for the needs and interests of our clients
Proficient in the use of Microsoft Office Suite (Word, Excel, Outlook)
Strong written and verbal communication skills and effectiveness in a collaborative work environment
Attentiveness to detail and the ability to work independently under pressure
Demonstrates commitment to expanding personal knowledge of life insurance operations (ex., successful completion of LOMA courses – 280/281 & 290/291)
Ability to pass a background check that may include fingerprinting
Preferred
2-5 years of business experience in the life and annuity industry preferred
Benefits
Flexible and customizable to your and your family’s specific needs
A full range of medical, financial, and/or other benefits
401(k) eligibility
Various paid time off benefits, such as vacation, sick time, and parental leave
Discretionary annual incentive programs
Company
National Life Group
National Life Group offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
M
Mehran Assadi
Chairman, CEO & President
Recent News
2025-11-26
2025-11-08
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