COMPANY OVERVIEW

Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions. 

We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us. 

The KKR-Global Atlantic partnership - The Global Atlantic Story 

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POSITION OVERVIEW 

This role will have responsibility for the oversight of the systems, processes, and strategies required for accurate and timely tax administration of annuity and life insurance policies.    Successful incumbent will partner closely with Tax Compliance, Product Tax Operations, IT, Global Atlantic operational teams, and the Third-Party Administrators (TPAs) that provide service to Global Atlantic customers. 

PURPOSE:

  • Leads the establishment of tax-related policies, procedures and strategies related to the efficient administration of life insurance and annuity policies.
  • Becomes an expert in the company’s administrative systems and how operational transactions and their processing impacts downstream tax reporting.
  • Analyzes system problems impacting tax processes and develops recommendations to solve.
  • Submits recommendations for system enhancements and controls that will improve the accuracy and overall effectiveness of Global Atlantic tax reporting.  Tracks recommendations to completion.

ACCOUNTABILITIES:

  • Collaborates with Global Atlantic and TPA partners responsible for day-to-day work and escalations related to tax reporting.
  • Analyzes service workflows and automated technologies to recommend process/system improvements that maximize operating efficiencies.
  • Assists in the handling of exceptions, escalations, and complicated technical or complaint cases while weighing company philosophy, compliance, business risks, tax, regulatory ramifications and administrative costs
  • Supports special projects and system enhancements related to policy level tax reporting--providing production support as needed This could include detailed subject matter expertise, research and analysis, writing of test scripts, system testing, and documentation of new processes.
  •  Assists with the creation of Talking Points, Standard Operating Procedures, and other training documents pertaining to changes in tax regulations or processing.
  • Educates TPA service partners and Ops resources at Global Atlantic regarding tax related processing and concepts. For example, the difference between direct rollover, exchange and transfers, claims options, custodial account handling, the application of cost basis/, etc.

 KEY PERFORMANCE INDICATORS:

  • Enhanced customer service experience with ability to balance accuracy, deadlines, and multiple priorities.
  • Ability to effectively collaborate with both internal and external customers and clearly communicate difficult subject matter content.
  • Ability to recognize and manage confidential and sensitive data.
  • Ability to research, detect and report issues posing an unacceptable risk

 

QUALIFICATIONS & EXPERIENCE:

  • Bachelor’s degree or equivalent educational experience preferred.
  • Strong understanding of taxation within the life insurance environment and both qualified and non-qualified annuities, including the tax implications of policy owner activities
  • Near expert understanding of tax-related terminology as it pertains to life insurance and annuity processing—1035 exchanges, 72t/u, Required Minimum Distributions, Exclusion Ratios, Pre and Post TEFRA cost basis, Modified Endowment Contracts (MEC), etc.
  • 5-7 years of life/annuity experience preferred.   Financial processing and/or tax processing/analysis strongly preferred.
  • Demonstrated knowledge of operations and process improvement along with strong business acumen and the ability to translate business plans into actionable solutions.
  • Effective verbal and written communication skills including ability to influence others and communicate across all areas of the company.
  • Ability to make decisions, use independent judgment, establish priorities, and work effectively on multiple initiatives simultaneously in a fast-paced environment.
  • Proficient with Microsoft office products (MS Word, Excel, PowerPoint)

*** This role is not eligible for visa sponsorship now or in the future.   

#LI-CA1

#LI-Hybrid

Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. 

Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives.  Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. 

The base salary range for this role is
$58,500—$111,000 USD

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes.  Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

TOTAL REWARDS STATEMENT  

Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We strive to foster a culture of total well-being through community outreach and charitable giving programs.

We are active in our communities-

  • New York: StreetWise Partners, Covenant House, Partnership for New York City, City Meals on Wheels, Habitat for Humanity, Billion Oyster Project
  • Boston: Cradles to Crayons, Boston’s Healthcare for the Homeless, Thompson Island Outward Bound, Rosie’s Place, Catie’s Closet, Project Bread, Rise Against Hunger, Space to Thrive
  • Hartford: Junior Achievement, Habitat for Humanity, Oliver’s Pajama, United Way
  • Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
  • Batesville: So Loved Ripley County Foster Closet, Safe Passage Family Shelter, YES Home Juvenile Rehabilitation, Ripley County Community Foundation
  • Des Moines: United Way of Central Iowa, Meals from the Heartland, Junior Achievement, Math Motivators, Bidwell Riverside, Orchard Place, Knock and Drop
  • Berwyn/Wayne: Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete’s Sake Respite
  • Bermuda: Keep Bermuda Beautiful, Center Against Abuse, Truck Island Nature Reserve, Bermuda Economic Development Corporation

Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.

Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws.  More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm.  All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email benefits@gafg.com.

Please click on the links below to learn more about Global Atlantic. 

Global Atlantic Privacy Statement

Our employees are in the office 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact recruiting@gafg.com.

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We encourage qualified applicants from all backgrounds to apply.  As such, we are committed to achieving a diverse candidate pool for open positions and that our interview teams are made up of employees from different backgrounds.  Sharing your background with us will help us with that focus, although recruiters and hiring managers will not have the ability to see individual responses (only aggregate information).  

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