[Hiring] Operations Tax Specialist REMOTE USA
Position: Operations Tax Specialist
Date Posted: January 14, 2026
Industry: Financial Services / Tax Operations
Employment Type: Full Time
Experience: Not Specified
Qualification: Bachelor’s degree or equivalent
Salary: $69,000 – $78,000
Location: United States (REMOTE)
Company: Equitable
Description:
Equitable is a diverse and inclusive organization dedicated to helping clients secure their financial well-being. We value the unique perspectives of our team members and encourage innovative thinking, collaboration, and personal growth.
As an Operations Tax Specialist, you will partner closely with management to transform tax operations from manual, reactive processes to automated, data-driven workflows. You will serve as a trusted advisor, identifying strategic priorities, mitigating risks, and providing actionable insights.
Key Responsibilities:
Process Transformation:
- Map and analyze current tax processes to identify compliance risks and manual points
- Lead workflow improvements and implement data-driven solutions
- Evaluate system capabilities and IRS compliance gaps
- Develop and implement SOPs, templates, and standardized workflows
Compliance & Risk Management:
- Track penalty exposure metrics and recommend mitigation strategies
- Participate in control reviews and execute process improvement initiatives
- Stay up to date with IRS updates and annual tax regulations
- Document end-to-end tax processes and maintain centralized knowledge repositories
Stakeholder Engagement:
- Act as liaison between management and internal teams on tax matters
- Provide timely escalation and feedback on risks and opportunities
- Support strategic planning with data-driven insights
- Coordinate with third-party vendors and stakeholders to gather data or complete tasks
Continuous Improvement & Training:
- Embed frameworks supporting ongoing process enhancements
- Maintain metrics logs to track improvements and achievements
- Support training for new processes, IRS updates, and knowledge sharing
Required Qualifications:
- Understanding of IRS tax forms and regulations
- Intermediate to advanced Excel skills
- Analytical thinking and resourcefulness
- Familiarity with IRS website, Publication 1220, and tax laws
- Adaptability to new technology and processes
Preferred Qualifications:
- Experience with Power BI, Tableau, or tax reporting software (e.g., SOVOS)
- Ability to communicate complex tax concepts to non-tax professionals
- Familiarity with Equitable products and systems
- Strong written and verbal communication, detail-oriented, deadline-driven
- Proactive problem-solving, accountability, and collaborative mindset
- Ability to work under pressure and maintain urgency
Skills:
- Analytical thinking and problem-solving
- Customer support knowledge and operational awareness
- Managing multiple priorities effectively
- Process improvement and regulatory compliance knowledge
- Results orientation and strategic thinking
Benefits & Compensation:
- Base salary $69,000 – $78,000, with performance-based increases, spot bonuses, and short-term incentive opportunities
- Comprehensive benefits including medical, dental, vision, 401(k), and paid time off
About Equitable:
Equitable fosters a culture of leadership, growth, and purpose. We invest in employees’ development, offer flexible work arrangements, and promote collaboration to help our teams make a positive impact in our communities.
Equitable is an Equal Opportunity Employer, committed to diversity, equity, and inclusion. We participate in the E-Verify program. Reasonable accommodations are available for applicants with disabilities.
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