Lead Tax and Regulatory Analyst - Hybrid

Job Summary

Responsible for supporting the tax and regulatory functions within the life and annuity processing teams.

• Research complex transactions related to daily monitoring of policyholder processing.
• Maintain comprehensive knowledge of processes and systems used for administration of tax regulations related to annuities and gather data from multiple administrative support systems.
• Interpret, troubleshoot, and answer business unit questions related to product taxation and reporting.
• Lead the team in problem resolutions arising from production system problems or customer escalations.
• Interpret tax law changes and identify courses of action for affected departments regarding taxation of annuities and life products.
• Maintain and support records for functions not system‑supported pertaining to tax law (e.g., aggregation, cost basis manual updates, foreign reporting, withholding).
• Serve as lead for product enhancement initiatives impacting information reporting and withholding, ensuring comprehensive testing, validation, and compliant implementations.
• Support management by implementing and monitoring individual and team objectives/goals while ensuring adherence to company policies and procedures.
• Provide feedback and documentation on team performance, production and quality to meet or exceed departmental objectives.
• Mentor and provide feedback to team members to ensure correct handling and customer satisfaction.
• Perform other duties as assigned based on divisional needs.

• High school diploma or equivalent.
• 5+ years of experience with annuities, insurance, or financial services.
• Associates degree or equivalent education/experience (preferred).
• Highly developed interpersonal skills and ability to communicate effectively to a variety of audiences.
• Ability to work under pressure and demonstrate effective decision‑making skills.
• Self‑motivated with 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.

Hybrid (In‑office Tuesdays, Wednesdays & Thursdays).

The salary for this position generally ranges between $63,000 and $80,000 annually. The starting pay is determined by qualifications, experience, geography, work location, and operational needs.

Comprehensive benefits package including health, dental, vision, disability insurance, 401(k) matching, employee stock purchase plan, tuition reimbursement, paid time off, and additional programs such as wellness coaching, employee assistance, volunteer PTO, and diversity initiatives.