Lead Life & Annuity Regulatory Analyst - Hybrid

Job Family
Tax
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Job Description Summary
Responsible for supporting the tax and regulatory functions within the life and annuity processing teams.
Job Description
Responsibilities
Research complex transactions in relationship to the daily monitoring of policyholder processing.
Comprehensive knowledge of processes and systems used for administration of tax regulations related to annuities; able to gather data from multiple administrative support systems, interpret, trouble shoot and answer business unit questions related to product taxation and reporting.
Lead team in problem resolutions that arise due to production system problems or customer escalations
Interpret tax law changes and identify a course of action for the various departments affected with changes in law as it relates to taxation of annuities and life products.
Maintain and support records for functions not system supported pertaining to tax law including but not limited to aggregation, cost basis manual updates, foreign reporting, and withholding
Serve as the lead for product enhancement initiatives impacting Information Reporting and Withholding, ensuring comprehensive testing is planned, coordinated, and executed, including validation of results to support accurate, compliant, and well-controlled implementations.
Support management and department through implementing and monitoring individual and team objectives/goals while ensuring company policies and procedures are adhered to.
Provide feedback and documentation for team members regarding performance, including production and quality to meet/exceed departmental objectives. Working with management to mentor and provide feedback to team members to ensure correct handling and customer satisfaction.
Other duties as assigned based on divisional needs
Qualifications
High School diploma or equivalent.
5+ years with annuities, insurance or financial services
Preferred Qualifications
Associates degree or equivalent education/experience.
Highly developed interpersonal skills and the ability to communicate effectively to a variety of audiences.
Ability to work under pressure and show effective decision making skills.
Self-motivated. Demonstrate strong analytical, customer service, number recognition and teamwork skills.
Strong attention to detail.
Excellent verbal and written communication skills.
In depth understanding of fixed and variable annuity concepts.
Working Conditions
Hybrid (In office: Tuesdays, Wednesdays & Thursdays)
The Salary for this position generally ranges between $30- $38 hourly. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program