Individual Actuarial Inforce & Policy Tax Analyst
Waterloo, ON (Hybrid)
Rate $40-45 hourly
16-Month Full-Time Contract
We are looking for an analytical and detail-oriented Individual Actuarial Inforce & Policy Tax Analyst to join our Inforce & Policy Tax team. In this role, you will support the administration of individual life insurance policyholder taxation, including year-end tax reporting, policy illustrations, inforce calculations, tax compliance, and operational process improvements.
As a subject matter expert, you will provide guidance on policyholder tax matters, investigate complex taxation inquiries, support actuarial inforce business operations, and contribute to automation and process enhancement initiatives.
Key Responsibilities
- Support policyholder taxation administration for individual life insurance products.
- Complete and validate year-end tax reporting and tax slip reviews.
- Review and maintain policy illustrations and inforce calculations.
- Investigate and resolve complex policyholder tax and inforce inquiries.
- Support exempt test administration and policy tax compliance requirements.
- Develop and maintain operational tools, models, and automated processes.
- Perform data analysis and validation using Excel, VBA, SQL, and Python.
- Participate in business improvement and actuarial process enhancement projects.
- Review and approve policy illustration specifications and tax calculation changes.
- Work closely with actuarial, tax, operations, technology, and business teams.
Must-Have Qualifications
- Degree in Actuarial Science, Mathematics, Finance, Business, Engineering, or a related field.
- Strong analytical and problem-solving skills.
- Advanced Microsoft Excel, including VBA development and automation.
- Strong SQL experience for data analysis and reporting.
- Experience with programming languages such as Python, C, or C++.
- Excellent communication and stakeholder management skills.
- Ability to manage multiple priorities and deadlines.
- Strong attention to detail and commitment to data accuracy.
Nice-to-Have Qualifications
- Experience within Life Insurance, Individual Insurance, or Actuarial Inforce Management.
- Knowledge of policyholder taxation, policy illustrations, exempt test processes, and tax reporting.
- Experience with insurance administration systems.
- Knowledge of life and health insurance products.
- Experience with automation tools such as PyAutoGUI, Selenium, or similar technologies.
- Actuarial or taxation-related experience in the Canadian insurance industry.
Technical Skills
- Microsoft Excel (Advanced)
- VBA / Macros / Automation
- SQL
- Python
- C / C++
- Data Analysis
- Reporting & Reconciliation
- Process Automation
- Power BI (asset)
- Selenium / PyAutoGUI (asset)
Work Arrangement
This is a hybrid role based in Waterloo, Ontario.
Employees are expected to work:
- Two consecutive days in-office every other week
- One additional in-office day per month
- Additional office attendance may be required based on business needs.
