MassMutual Ascend is committed to taking financial futures above and beyond by offering innovative annuity products tailored to customers’ unique needs
Job Summary
MassMutual Ascend is committed to taking financial futures above and beyond by offering innovative annuity products tailored to customers’ unique needs.
The Tax Reporting Analyst will ensure superior client service by verifying and correcting tax form data, performing quality control testing, and managing client communications.
MassMutual Ascend offers a collaborative culture, competitive salaries with incentive and bonus opportunities, and a comprehensive benefits package.
Matching Summary
MassMutual Ascend is committed to taking financial futures above and beyond by offering innovative annuity products tailored to customers’ unique needs.
Skills & Requirements
Must-have
Tax form accuracy review
Data discrepancy resolution
Client statement verification
Tax withholding reconciliation
Collaboration with IT and vendors
Nice-to-have
Annuity knowledge and processing
Proficient with Microsoft Excel and Word
Experience with text and data files
Analytical and detail-oriented
Team collaboration and training
Key Requirements
High school diploma or equivalent
1 to 3 years related experience
Insurance licensure and/or certifications as appropriate