Support individual life policy taxation at Equitable as a Senior Analyst in hybrid Waterloo, using advanced Excel, VBA, and SQL expertise.
This temporary full-time, sixteen-month contract supports the Individual Actuarial Inforce & Policy Tax team. You will provide subject matter expertise on policyholder taxation and actuarial inforce management while addressing complex inquiries. The work includes year-end tax reporting, policy illustrations, calculations, and process improvements.
Key Responsibilities:
- Administer individual life policyholder taxation activities
- Resolve complex taxation and inforce policy inquiries
- Enhance tools supporting tax and actuarial operations
- Review illustration systems, specifications, and system changes
- Verify tax slips and exempt test processes
Requirements:
- University degree in mathematics, finance, engineering, business, or actuarial science
- Advanced Microsoft Excel, VBA development, and automation knowledge
- Solid SQL knowledge for querying and analyzing data
- Coding experience with Python, C, or C++
- Strong analytical, communication, collaboration, and decision-making skills
Apply actuarial analysis, policy taxation expertise, Excel automation, and SQL skills to Equitable's inforce insurance operations.
Senior Actuarial Policy Tax Analyst in Alton employer: Equitable
Equitable is an exceptional employer that prioritizes a values-driven culture, fostering an environment where your expertise in the life insurance market can truly thrive. With a focus on employee growth and development, this remote position offers the flexibility to balance work and life while driving impactful sales strategies alongside WFG Advisors. Join a team that values meaningful connections and supports your professional journey in the insurance industry.
