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.