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 articulate business requirements, conducting research and analysis, assessing existing and proposed processes, contributing to the development of test plans, and implementing operational change within the Enterprise Operations Policyholder Tax team. You will support the tax administration of the life insurance business line but may be asked to support other business lines, as needed. You will work with IT teams to ensure that process and system changes are implemented. You will report directly to the Director of Policyholder Tax.

 

What you do:

Lead large-scale change projects representing the business needs and regulatory requirements associated with the tax administration of life insurance policies and/or annuity contracts. Topics include cost basis, taxable gain (MEC and non-MEC), federal and/or state withholding requirements, 1099 reporting. Accountable for end-to-end change management within the department for projects, as assigned. This includes developing and documenting processes, designing flowcharts, identify and implement control touchpoints. Establish and maintain strong relationships with project members, key stakeholders, process owners, control consultants, and other key partners. Provide training and subject-matter expertise/support to employees. Collaborate with cross-functional teams to identify and resolve customer or process-related issues.

 

What you bring:

8 or more years experience required: relevant technical or business experience Four year degree required or equivalent work experience

 

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 and dental plan options, a generous time off plan and an outstanding 401(k) company match. 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.

 

61793 | Operations | Professional | Allianz US Life | Full-Time | Permanent

 

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. Let's care for tomorrow.

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