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++
Robust analytical, communication, collaboration, and decision-making skills

Apply actuarial analysis, policy taxation expertise, Excel automation, and SQL skills to Equitable’s inforce insurance operations.

📌 Senior Actuarial Policy Tax Analyst South West Oxford (South-West Oxford)
🏢 Equitable
📍 South-West Oxford