Life & Annuity Regulatory Lead Analyst

Transamerica; Baltimore (MD); Hybrid; USD 41.000 - 52.000; Vollzeit

Benefits dieser Stelle

401k Match

Pension Plan

Medical Insurance

Paid Time Off

Zusammenfassung

Transamerica is seeking a Tax Specialist to support tax and regulatory functions within life and annuity processing teams. The role involves researching complex transactions, interpreting tax regulations, and leading resolutions for production issues. Hybrid work arrangement with in-office days.

The ideal candidate will have a high school diploma and 5+ years in annuities or financial services, plus strong analytical and communication skills. Associates degree preferred.

Qualifikationen

• High School diploma or equivalent.
• 5+ years with annuities, insurance or financial services.
• Associates degree or equivalent education/experience.
• Strong interpersonal and communication skills.
• Ability to work under pressure and show effective decision making skills.

Aufgaben

• Research complex transactions in relation to daily monitoring of policyholder processing.
• Interpret tax regulations related to annuities and gather data from multiple systems.
• Lead team in problem resolutions arising from production issues or escalations.
• Interpret tax law changes and identify actions for affected departments.

Kenntnisse

Interpersonal skills

Communication

Analytical thinking

Attention to detail

Teamwork

Customer service

Number recognition

Ausbildung

High School diploma or equivalent

Associates degree or equivalent education/experience

Jobbeschreibung

Transamerica is seeking a Tax Specialist to support tax and regulatory functions within life and annuity processing teams. The role involves researching complex transactions, interpreting tax regulations, and leading resolutions for production issues. Hybrid work arrangement with in-office days.

The ideal candidate will have a high school diploma and 5+ years in annuities or financial services, plus strong analytical and communication skills. Associates degree preferred.