Tax Manager
Vanta137,000 - 161,000 USD/year
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess a Bachelor’s degree in Business Administration or an equivalent field, along with a minimum of 8 years of experience in Plan Management or Retirement Services, including at least 2 years of supervisory experience. They should have expertise in the financial service industry and familiarity with related legal and compliance issues, as well as proficiency in Omni 5.5 and 7.4 systems. Preferred qualifications include FINRA Series 6 and 26 licenses.
Responsibilities
The Plan Management Manager will direct the Tax-Exempt Markets Plan Management function, ensuring consistent service and adherence to regulations. They will establish and implement strategic objectives, manage staff, oversee operational activities, and participate in process improvement efforts. Additionally, they will collaborate with various teams, review budgets, advise staff on plan alignment, resolve escalated issues, and contribute to product development, while also performing other duties as assigned.
Skills
Plan Management
Tax-Exempt Markets
Regulatory Compliance
Team Leadership
Staff Development
Strategic Planning
Voya Financial
Provides financial services and retirement solutions
About Voya Financial
Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.
Key Metrics
New York City, New YorkHeadquarters
2014Year Founded
IPOCompany Stage
Fintech, Financial ServicesIndustries
5,001-10,000Employees