Director, Actuarial Tax & NAIC Valuation

John Hancock; Boston (MA); Sur place; USD 129 000 - 223 000; Plein temps

Résumé du poste

John Hancock in Boston seeks an experienced actuary to lead tax valuation deliverables and NAIC reporting while partnering with Finance, Tax, Legal and Actuarial teams to support financial strength and regulatory compliance. You will own regulatory submissions, advise on valuation assumptions, and drive governance/process improvements, leveraging AI tools to modernize valuation workflows.

The ideal candidate holds an FSA/FCIA with 5+ years of relevant experience and strong communication skills

Qualifications

• Actuarial designation (FSA / FCIA) with 5+ years of relevant experience in progressive actuarial roles
• Fluency in Tax, NAIC valuation and accounting methodology is an asset
• Prior valuation exposure and/or familiarity with US products is an asset
• Excellent analytical, actuarial, and problem-solving skills with ability to analyze results, identify root issues & key drivers, and propose and communicate appropriate solutions.
• Strong communication and interpersonal skills
• Self-motivated with strong organizational skills and adaptability to fast-changing priorities
• Proactive with an ability to work on cross-functional teams as well as independently
• Ability to collaborate with governance, regulatory submissions and AI/digital modernization initiatives

Responsabilités

• Own the various Tax reserve deliverables including Tax basis change memo, determination of the spreadable Tax basis changes, E&Y Tax questionnaires and other Tax accounting treatment deliverables
• Provide expert guidance on complex tax and actuarial valuation issues, influencing decisions across Finance, Tax, Legal, and senior leadership teams
• Prepare technical responses to regulatory, audit, and IRS inquiries
• Analyze consolidated NAIC financial results for US legal entities, including delivery of clear, concise, value-added analysis and commentary on earnings & reserves to US Finance & Actuarial
• Present the US NAIC Legal entities financial results to Senior Management
• Lead planning, coordination, preparation, and review of regulatory NAIC Actuarial financial results / reporting including Asset Adequacy Testing (AAT) results and Actuarial Opinion Memoranda (AOMs)
• Oversee actuarial filings across US legal entities and product lines
• Author and review key sections as needed - liabilities, valuation assumptions, asset adequacy analysis, and reinsurance arrangements
• Ensure compliance with evolving statutory requirements, valuation standards, and regulatory guidance
• Offer governance support to other NAIC staff by researching actuarial and accounting questions, clearly communicating findings, and proposing solutions
• Other research and projects as assigned, including valuation reviews of assumptions and methodology, as needed
• Partner with AI and digital innovation teams to modernize valuation processes and explore emerging technologies
• Responsible for maintaining various materiality threshold and quarterly guidance document

Connaissances

FSA/FCIA designation

5+ years actuarial experience

Tax NAIC valuation knowledge

Analytical skills

Communication skills

Cross-functional collaboration

Regulatory/audit response

Description du poste

John Hancock in Boston seeks an experienced actuary to lead tax valuation deliverables and NAIC reporting while partnering with Finance, Tax, Legal and Actuarial teams to support financial strength and regulatory compliance. You will own regulatory submissions, advise on valuation assumptions, and drive governance/process improvements, leveraging AI tools to modernize valuation workflows.

The ideal candidate holds an FSA/FCIA with 5+ years of relevant experience and strong communication skills