Transamerica

• Extract financial data from various tax, accounting, and information systems to perform analyses
• Review indirect tax returns and associated tax accounting
• Handle state insurance premium tax, use tax, franchise tax, federal excise tax, and potentially foreign VAT and other non-income taxes
• Draft and/or review technical memos and outlines
• Develop non-standard reports and statements
• Lead projects integrating new tax laws and accounting principles
• Research complicated tax law and accounting principles
• Monitor tax law to ensure data integrity
• Perform special analyses and projects
• Offer leadership and direction to others
• Evaluate processes for operational efficiencies and risk management
• Develop tax analyses and reports based on business understanding
• Collaborate with other departments and divisions to resolve business issues
• Adhere to the company’s internal controls framework
• Potentially manage, mentor, train, and motivate staff

Lead Tax Analyst – Indirect Tax

Bilingual

• Answer inbound calls and emails from the field force regarding licensing and appointments, commissions, coding, points, marketing promotions, and other operational functions
• Obtain information from a variety of sources and systems and analyze account activity, products, and programs as needed
• Monitor process queues to ensure service level agreements are met
• Assist the field force with navigation of WFG website tools, WFG mail, CRM platforms, and other systems
• Develop and maintain relationships with the field force
• Help set expectations regarding processing times and peak periods
• Participate in conference calls to stay up to date on available marketing programs
• Serve as a main point of contact for information and guidance on licensing, appointments, commissions, coding, errors and omissions, mywfg.com, systems, and other operational functions related to WFG, WFGIA, and TFA

Bilingual Rep Relations Specialist, French or Spanish

Actuary

• Identify opportunities to improve valuation processes, controls, and operational effectiveness
• Lead and support initiatives enhancing efficiency, scalability, and consistency across valuation activities
• Transition valuation efforts from ad hoc investigations and manual analyses to proactive monitoring and issue identification
• Collaborate with stakeholders to evaluate current processes and implement sustainable improvements
• Support valuation model development, enhancement, and validation
• Participate in financial reporting modernization and future-state valuation initiatives
• Analyze and improve valuation data sourcing and data flow processes
• Partner with data and technology teams to strengthen data quality, transparency, and governance
• Develop analytical tools, reporting capabilities, and dashboards for management insights
• Automate manual processes and strengthen controls to reduce operational risk and improve reporting efficiency
• Support high-priority strategic ad-hoc projects across the Life business
• Collaborate with cross-functional stakeholders on complex actuarial and business challenges
• Provide analytical support for valuation, financial reporting, modeling, and process transformation initiatives
• Assist with implementation and integration activities for new business opportunities and strategic initiatives
• Support assumption review, monitoring, and governance processes
• Analyze business impact of assumption changes and emerging experience trends
• Streamline assumption maintenance while maintaining governance standards
• Develop frameworks and methodologies to improve efficiency and prioritization of actuarial work

Lead Tax Analyst – Indirect Tax

Bilingual Rep Relations Specialist, French or Spanish

Staff Actuary – Life Valuation Special Projects