Tax Analyst 1

Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position Tax information reporting Responsible for the tax information reporting process for Primerica Inc. and subsidiaries. Responsible for working with our business units and our information reporting software vendor to timely complete the annual processes required for delivery of information reporting returns to our agents and client recipients and relevant governmental authorities. Coordination and process management among the various internal departments critical to the information reporting process. Processing of B-Notice and Backup withholding notices distributed to the various internal departments. Responding to any information requests and notices from taxing authorities. Monitoring federal and state laws, form updates and filing requirements. Tax withholding compliance Responsible for the reporting and deposit of the non-employee withholding taxes for Primerica Inc. and subsidiaries to the federal and various state taxing authorities. Responsible for preparation of all payment remittances and related accounting and reconciliations for amounts deposited. Coordination and process documentation among the various internal departments critical to the reporting process. Responsible for preparation and management of any information requests and notices from taxing authorities. Monitoring federal and state laws, form updates and filing requirements. SOVOS Taxport Tax Information reporting software administration Responsible for SOVOS Taxport software overal administration and processes. Responsible for maintaining the SOVOS information reporting system, data tracking and monitoring for system updates. Responsible of SOVOS Taxport compliance system knowledge and process documentation. Responsible for SOVOS Taxport administration expertise for purposes of business unit support and managing security access. Responsible for communication with SOVOS for assistance with Taxport system errors, updates, and regular maintenance. Responsible for maintaining previously archived years of information reporting returns. Assisting / Crossover Responsibilities - Income tax compliance Assist with the annual income tax return filing processes. Preparation of various internally prepared state income tax returns. Preparation of Form 5471 for the annual federal income tax return. Assisting / Crossover Responsibilities - Excise Tax / Non-Income tax compliance Assist with reporting and depositing withheld amounts for Federal Excise Tax. Input of various accounting entries including GAAP tax provision entries. Blackline certification preparation. Assist with providing queries of accounts for GAAP tax analysis. Assist with receiving and distributing mail for the Tax Department. Salary range between $58K - $61K USD Annual Responsibilities & Qualifications Minimum requirements This role involves responsibility for compliance with tax information reporting requirements for Primerica Inc. and subsidiaries. Administration of the Taxport software, tax withholding compliance, and responsibility for processing deposits and periodic tax reporting for non-employee income tax withholding. The responsibilities are divided across several key areas: Tax information reporting (30%) Tax withholding compliance (25%) SOVOS Taxport tax information reporting and software administration (20%) Income tax compliance (15%) Excise tax / non-income tax compliance / tax accounting assistance (10%) Preferred requirements Knowledge of M.S. Excel required. Knowledge of Workday a plus. Preferred Education, Experience, Certifications or Licenses, Knowledge, Skills and Abilities Bachelors degree in Business-related field, Finance, or Accounting is preferred but not required. Relevant work experience will be considered as an equivalent qualitification. Candidate with substantial work experience and is proficient with tax related softwares, Microsoft applications (excel, word, outlook, etc.) and general ledger reporting tools will be seriously considered for this role. Ability to read and understand tax forms and instructions preferred. Hybrid role Location: Duluth, GA FLSA status: This position is exempt (not eligible for overtime pay): Yes Our Benefits: Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Spending Account & Health Savings Account Professional development Tuition reimbursement Company-sponsored social and philanthropy events It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws. At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Primerica is a leading provider of financial products and services to middle-income families in the U.S. and Canada. Since 1977, Primerica has helped millions of middle-income households protect their families and save for the future. We insure over 5.5 million lives and have approximately 3.0 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 2,800 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica's mission in creating more financially independent families and supporting over 151,000 licensed financial representatives across the U.S. and Canada. The Company's competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 13 years. Awards and Recognitions Newsweek's America's Greatest Workplaces USA Today's Top Workplaces USA Atlanta Journal-Constitution's Top Workplaces Forbes America's Best Insurance Companies #1 Most Trusted Life Insurance Company by Investor's Business Daily #3 Most Trusted Financial Company by Investor's Business Daily Our stock is traded on The New York Stock Exchange under the symbol "PRI." If you need help with any part of the application process, please email Recruiting@primerica.com. www.primerica.com PRIMERICA CAREERS Don't see a job that you are interested in? Introduce yourself and submit your resume to our recruiters. We'll get in touch if there's a role that seems like a good match.