At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.

 

You will work closely with attorneys and legal staff to support Enterprise Operations personnel in the tax administration of fixed and variable annuity and life insurance business lines. This includes nonqualified annuity contracts and contracts sold as IRAs or part of qualified retirement plans (401(k)s, profit-sharing plans, defined benefit plans, and 403(b)s). You will assist attorneys with legal matters related to insurance contract administration, including new business processing, in-force administration of contracts, and claim processing, with a specific focus on the income tax aspects of administering insurance products.

 

What you do:

Provide Legal Support: Support attorneys, legal staff, and Enterprise Operations personnel by handling and facilitating responses to various tax-related inquiries and addressing issues specific to the tax administration of annuity and life insurance products. Conduct Tax Research: Perform tax research, review, analyze, and evaluate data for tax-related issues such as federal/state income tax withholding, Form 1099 reporting, death claim distribution options, and product development tax issues. Implement Process Improvements: Assist with the implementation of identified process improvements and best practices, as well as changes in tax law affecting annuity and life insurance products. Communicate Effectively: Demonstrate effective written and oral communication skills, including the ability to communicate complex concepts in an understandable and efficient manner. Organize Efficiently: Exhibit strong organizational skills, including the ability to work independently on projects with minimal supervision. Strategic Thinking: Develop and implement strategic plans to address tax-related issues and improve the overall tax administration process for annuity and life insurance products. Build Strong Relationships: Establish and maintain strong relationships with key stakeholders to ensure effective collaboration and communication across departments.

What you bring:

Experience: Possess 7 – 10 years of experience in the insurance or financial services industry, specifically working with tax issues related to the administration of life insurance and/or annuity products. Knowledge: Have extensive experience with life insurance and annuity contracts and a thorough understanding of the tax issues that apply to these product lines. Education: Hold a four-year degree or have equivalent work experience.

 

#LI-BLS

 

 

58058 | Legal & Compliance | Professional | Allianz US Life | Full-Time | Permanent
 

What we offer:

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, health savings account, tuition reimbursement, student loan retirement plan, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.

 

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.

 

Join us.  We care for tomorrow.