Senior Tax Analyst - Operations

Job Description

Global Atlantic Financial Group is seeking a Senior Tax Analyst - Operations to oversee the tax administration of annuity and life insurance policies. The successful candidate will collaborate with Tax Compliance, Product Tax Operations, IT, Global Atlantic operational teams, and Third-Party Administrators (TPAs).

Responsibilities:

• Oversees tax-related policies and strategies.
• Becomes an expert in administrative systems and their impact on tax reporting.
• Analyzes system problems and develops solutions.
• Submits recommendations for system enhancements and controls.
• Collaborates with Global Atlantic and TPA partners.
• Analyzes service workflows and recommends process improvements.
• Assists in handling exceptions and complicated cases.
• Supports special projects and system enhancements.
• Assists with the creation of training documents.
• Educates TPA service partners and Global Atlantic resources.

Requirements:

• Bachelor’s degree or equivalent experience preferred.
• Strong understanding of taxation within the life insurance environment.
• Near expert understanding of tax-related terminology.
• 5-7 years of life/annuity experience preferred.
• Financial processing and/or tax processing/analysis strongly preferred.
• Knowledge of operations and process improvement.
• Effective communication skills.
• Ability to make decisions and work effectively in a fast-paced environment.
• Proficient with Microsoft Office products.

The role offers:

• Opportunity to work with a leading insurance company.
• Collaboration with various teams and partners.
• Involvement in process improvement and system enhancements.