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Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

Position Summary

The Large Case Pension Analyst is responsible for a broad range of pension income tax withholding and reporting actives for Aetna’s Large Case Pension defined benefit business. This includes the following,

• Ensuring accurate tax withholding of monthly and lump sum pension benefits to participants.

• Assisting in the accurate production of annual tax statements to participants.

• Timely and accurate handling of participants tax inquires.

• Effective coordination of tax issues received from clients, external parties, and internal Aetna areas.

• Responding to IRS, State, and Local requests to implement tax levies.

• Responding to a variety of Child Support Orders, IRS Penalty Notices, and IRS B-Notices.

• Resolving difficult/sensitive tax situations and complaints.

• Reviewing federal and state tax changes.

• Coordinate tax changes with IT. Communicate changes to LCP participants as needed.

• Developing knowledge of other Team functions

Individual must have the ability to work effectively in a team environment and adapt to changing priorities. Comply with all audit and control requirements adhering to established department guidelines and guarantee privacy of personal information.

This position will follow CVS/Aetna’s Hybrid Work Model. Tuesday-Thursday in office; Monday & Friday remote.

Required Qualifications

1+ year of experience and proficiency with the Microsoft Office Suite (Word, Excel, Outlook, etc.)

Preferred Qualifications

• Excellent customer service skills –work with payees, collaborating with IT, Corporate Tax, and Vendor contacts via clear written and oral communication.

• Conscientious and attentive to detail. High degree of accuracy and timeliness in all responsibilities

• Mathematical aptitude, adaptability, and interest in learning new business and technical functions.

• Analytical and critical thinking skills

• Well organized; ability to manage multiple responsibilities at once.

• Ensuring department awareness and compliance with LCP tax policy and tax laws and regulations

• Understanding of defined benefit pension plans, benefits, forms of annuity, contracts, and related regulations.

• Familiarity with Aetna’s pension benefits system and all aspects of benefits processing and benefit calculations.

• An understanding of the Integrated Benefit Service System (IBSS).

• An enthusiastic approach, eager to learn and the ability to grasp new concepts quickly.

Education

Bachelor's Degree or equivalent experience

Pay Range

The typical pay range for this role is:

$43,888.00 - $93,574.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company’s 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (“PTO”) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies.

For more detailed information on available benefits, please visit Benefits | CVS Health (https://jobs.cvshealth.com/us/en/benefits)

We anticipate the application window for this opening will close on: 02/28/2025

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.