HR Specialist - Tax


Date: Apr 24, 2022

Location: New York, NY, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.




We are looking for a self-starter with excellent written and verbal communication skills and acute attention to detail, along with strong execution and time management skills. The ability to handle confidential and sensitive information in an appropriate manner is critical. As an HR Specialist, you will be exposed to on-the-job training within a fast-paced environment. We will provide guidance and direction on various HR processes and procedures. Coaching and feedback are provided to help you gain the necessary skills to be successful.


Job responsibilities include but are not limited to:

  • Input all transactions that are not entered by the customer or received via interface such as gift cards, IRS lock-in letters, location changes, and adjustments.
  • Investigate, research, and respond to all customer tax inquiries in a timely and helpful manner via phone and email
  • Maintaining a high standard of accuracy and attention to detail
  • Explaining difficult or sensitive information when necessary
  • Troubleshooting problems, resolving errors, and escalating issues to management
  • Participate in a variety of testing efforts for the system, support packs and other processing changes.
  • Develop and maintain written procedures for current and future processes
  • Ensure compliance with MAR/SOX for relevant processes and provide support to internal and external audit process
  • Handle inquiries related to a W4 or W2
  • Acting as a liaison and providing tactical support to any HR partners needing assistance
  • Identifying opportunities for HR improvements
  • Self-sufficiently managing and executing process responsibilities and communicating status updates to appropriate partners
  • Participating within HR on project related work and special initiatives


Position requirements:

  • Bachelor’s degree in Accounting, Finance, HR or other business disciplines.
  • Preferred 1 year of relevant work experience
  • Solid proficiency in Excel, Word, and PowerPoint
  • Excellent verbal/written communication, organizational, and analytical skills
  • Desire to learn and to build a career in Human Resources
  • High mathematical aptitude
  • Strong relationship building skills and work ethic
  • Experience with data entry and administrative tasks including complex scheduling
  • Ability to work independently, take initiative and work collaboratively in a fast-paced environment while integrating attention to detail and organization


We will be working on a hybrid work schedule, 3 days in the office and 2 days from home when we return to onsite.




Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by our Foundation. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

Job Requisition ID: 85654




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