Lead & Annuity Regulatory Analyst - Hybrid

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.

Tax

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively with 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.

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.

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

• 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…