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Transamerica
Transamerica
5,001 – 10,000 Employees
H1B Visa SponsorConsultingFinanceHealthcare
Transamerica is a financial services company focused on helping individuals and employers prepare for long-term financial needs. Its offerings include life insurance, retirement planning, mutual funds, annuities, employee benefits, and investment management. The company works with individuals, institutions, employers, and financial advisors, providing research-based tools, education, and guidance with particular emphasis on retirement security and evolving financial needs.
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Lead Life and Annuity Tax Regulatory Analyst

Lead regulatory analysis for Transamerica’s life and annuity tax operations, interpreting tax law and resolving processing issues. Oversee reporting enhancements and support accurate, compliant implementation.

USUnited StatesCOColoradoIAIowaMDMaryland
$30 – $38 / hour
HybridFull-timeSeniorEnglish RequiredCompliance

Description

  • Investigate complex transactions in policyholder processing.
  • Collect and analyze data from administrative systems, troubleshoot issues, and answer business questions about product taxation and reporting.
  • Lead the resolution of production system issues and customer escalations.
  • Interpret tax law changes and determine actions for departments affected by life and annuity product tax changes.
  • Maintain tax-function records covering aggregation, manual cost-basis updates, foreign reporting, and withholding.
  • Lead product enhancements affecting information reporting and withholding.
  • Plan and conduct comprehensive testing, validating results for accurate, compliant implementation.
  • Help management establish, implement, and monitor individual and team goals.
  • Document team members’ performance and provide feedback.
  • Mentor team members to support accurate handling and customer satisfaction.
  • Perform other duties as assigned to meet divisional needs.

Requirements

  • High school diploma or equivalent.
  • At least five years of experience in annuities, insurance, or financial services.
  • An associate degree or equivalent education and experience is preferred.
  • Strong interpersonal skills and the ability to communicate effectively with varied audiences.
  • Ability to work under pressure and make sound decisions.
  • Self-motivated.
  • Strong analytical, customer service, numerical, and teamwork skills.
  • Strong attention to detail.
  • Excellent verbal and written communication skills.
  • In-depth knowledge of fixed and variable annuity concepts.
  • Hybrid schedule requiring in-office attendance on Tuesdays, Wednesdays, and Thursdays.

Benefits

  • Competitive pay.
  • Bonus eligibility for qualifying employees.
  • Pension plan.
  • 401(k) matching.
  • Employee stock purchase plan.
  • Tuition reimbursement.
  • Disability insurance.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Employee discounts.
  • Career training and development opportunities.
  • At least 160 hours of paid time off annually for employees in their first year of service.
  • Ten paid holidays per year.
  • Be Well holistic wellness program, including wellness coaching and reward dollars.
  • Fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service.
  • Adoption assistance.
  • Employee assistance program.
  • Back-up care program.
  • Paid time off for volunteer hours.
  • Employee matching gifts program.
  • Employee resource groups.
  • Inclusion and diversity programs.
  • Employee recognition program.
  • Referral bonus programs.

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