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Senior Actuarial Policy Tax Analyst

Job in Cambridge, Ontario, Canada
Listing for: Equitable
Full Time, Seasonal/Temporary position
Listed on 2026-10-29
Job specializations:
  • Finance & Banking
    Actuary
  • Insurance
    Actuary
Salary/Wage Range or Industry Benchmark: 90000 - 120000 CAD Yearly CAD 90000.00 120000.00 YEAR
Job Description & How to Apply Below

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.

Position Requirements
10+ Years work experience
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