Full-Time
Senior Manager Claims Tax Operations
TAL Services
1,001-5,000 employees
Life insurance specialist across multiple channels
No salary listed
Sydney NSW, Australia
Hybrid
Hybrid role based in Sydney, NSW; occasional on-site presence required.
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- Bring experience in tax, claims, compliance or financial services operations, with an understanding of PAYG withholding and regulatory obligations.
- Apply strong attention to detail to deliver accurate outcomes in a highly regulated and customer-focused environment.
- Communicate complex information clearly, adapting your approach for both technical and non-technical audiences.
- Build trusted partnerships across teams, working collaboratively with stakeholders to solve problems and achieve shared outcomes.
- Take ownership and accountability, proactively managing risks, identifying issues and following through on commitments.
- Drive continuous improvement, using curiosity and initiative to enhance processes, systems and customer outcomes in a changing environment.
- Lead the end-to-end PAYG withholding program, ensuring accurate, compliant and consistent customer outcomes.
- Own PAYG rules, rates and calculation logic across claims and investment products to maintain legislative compliance.
- Oversee PAYG system configuration and controls, ensuring reliable and accurate withholding outcomes.
- Drive regulatory reporting and lodgement obligations, delivering timely and accurate submissions to the ATO and key stakeholders.
- Partner with the Tax Team and senior stakeholders to translate complex legislative requirements into effective operational solutions.
- Identify and implement continuous improvements that strengthen compliance, reduce risk and enhance operational efficiency.
TAL Services is Australia’s leading life insurance specialist, protecting people and their families for over 150 years and insuring more than 5 million customers through direct-to-consumer, adviser, and group/workplace channels. It sells life insurance policies that pay out in events like death or serious illness, delivered via direct purchase, advice-based purchases from financial planners, or coverage embedded in group schemes. Its strengths come from a long history, large customer base, and a broad distribution model, along with the backing of the Daiichi Life Group for stability and scale. The company’s goal is to help customers secure their families’ financial futures by making life insurance accessible through multiple channels.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Australia
Founded
1990
Get referred to TAL Services
See people who can refer or advise you
Simplify's Take
What believers are saying
- May 2026 digital claims adoption reached 35% of AustralianSuper disability claims.
- June 2026 TAL paid A$4.7 billion in benefits, proving scale and relevance.
- Hub24's 2026 lifetime income launch with TAL opens retirement-income distribution growth.
What critics are saying
- ASIC's TAL claims-handling case still defines employer-brand risk after the 2021 ruling.
- TAL's retirement bet on Challenger reached 19.9%, concentrating execution and regulatory risk.
- If digital claims falter, life-insurance trust erodes fast during the next claims wave.
What makes TAL Services unique
- TAL's May 2026 digital claims workflow cut AustralianSuper lodgement times 80%.
- TAL's April 2026 Microsoft deal expands cloud, AI, and employee skills capabilities.
- TAL's Cover Genius backd targets casual, part-time, and contract workers digitally.
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Benefits
Flexible Work Hours
Company News
Netwealth tightens trustee oversight with new hire. The latest issue of Financial Standard now available as an e-newspaper Executive Appointments | / | / | / | / | Netwealth tightens trustee oversight with new hire BY MATTHEW WAI | WEDNESDAY, 29 JUL 2026 11:11AM Netwealth has created a new role to strengthen its trustee oversight, governance, and member-focused leadership capability. Mel Jose has joined Netwealth as general manager, office of the trustee, leading the existing office of the trustee team and supporting the trustee board to strengthen governance practices, the platform said. Jose joined from TAL, where she was most recently the head of partnerships, working closely with Aware Super. Before that, she was the general manager of product, super retirement, insurance solutions at Rest, and senior manager, investment governance at NGS Super. Earlier in her career, she held roles at AMP, Colonial First State, Perpetual Investment Management, BT Financial Group, and Westpac. Netwealth said Jose's appointment reinforces its ongoing investment in experienced leadership and robust governance as the company continues to deliver long-term value to clients and advisers. "Throughout her career, Mel has built a reputation for delivering strategic outcomes across product, investment governance, regulatory change, risk management, and business transformation," Netwealth said. "She has established and led high performing teams, and worked closely with boards, executive leadership teams, and regulators to deliver strong and focused member outcomes." Commenting on her appointment, Jose said: "I am delighted to join Netwealth at an exciting stage of its journey. Netwealth has built an outstanding reputation for innovation, client service, products, and strong governance." "I look forward to working with the trustee board, executive team and my colleagues across the business to continue delivering exceptional outcomes for members, while supporting Netwealth's continued growth and strategic ambitions." Read more: Netwealth, Mel Jose, Aware Super, BT Financial Group, Colonial First State, NGS Super, TAL, Westpac VIEW COMMENTS Related News | | | New alternative investment firm lands in Sydney | | | | Netwealth expands Morgan Stanley mandate | | | | TCorp chief investment officer retires | | | | Emerging markets, private assets lift NGS Super FY26 performance | | | | CFS strengthens managed accounts menu | | | | Special Feature: Beyond Safekeeping | | | | State Street IM Australian investments lead to retire | | | | Aware Super acquires $226m real estate investment | | | | Fight between SMC and FSC on super rages on | | | | HUB24 FUA soars over $164bn Editor's choice. Apex Group managing director for superannuation will leave his post in September, joining its technology partner in a C-suite capacity. Amid a ratings downgrade and possible governance issues concerning the Centuria Bass Credit Fund (CBCF), Morningstar predicts the property debt fund will be pulled from major investment platforms and unlikely receive new inflows. ETF Shares has reduced the management fee on its ETFS US Technology ETF (ASX:WWWW) positioning the fund as one of the lowest-cost options for Australian investors seeking exposure to leading US technology companies through the ASX. AustralianSuper has appointed Andrew Smith and Luke Smith as co-heads of Australian equities, effective immediately. Videos. Further Reading
AustralianSuper and TAL cut claim lodgement times by 80%. May 25, 2026 One year since TAL launched its digital claims option for AustralianSuper members, data from the insurer shows significant improvements in how quickly and easily members can access support. During the past 12 months around 35% of all AustralianSuper disability benefit claims covering IP, TPD, and terminal illness have been initiated digitally, said TAL. "The median time to lodge a claim online is now five business days, with TAL receiving IP claims submitted digitally around 80% faster than paper claims, and terminal illness claims around 60% faster," said TAL GM Group Partnerships, Paul Wallis. Wallis said member feedback consistently shows that making a claim is one of the most critical moments in a member's relationship with their super fund. The goal was always more than a faster claims process... "The improvements leverage TAL Connect and were designed around what members said they needed while keeping human support available for those who want it," said Wallis. He said around 30% of digital claims are also now lodged outside business hours. "The goal was always more than a faster claims process," he said. "It was about getting members to the support, recovery services, and care they need as quickly as possible and, whenever we can, helping them return to health and work." He added that further investment in the claims and underwriting experience is planned, "...to capture member feedback and drive ongoing improvements". AustralianSuper manages more than $410bn in members' retirement savings on behalf of more than 3.6m members from more than 485,000 businesses.
Longevity risk solution to be launched. Platform provider Hub24 has teamed up with life insurer TAL to develop a lifetime retirement income solution that is expected to be available on its platform in the first half of 2026. Hub24 explained the lifetime income solution would help advisers provide their clients with greater confidence and security throughout their post-work years by addressing one of their biggest concerns - the risk of outliving their retirement savings. This sentiment was reflected by recent UniSuper research, which found 68 per cent of Australians are afraid of running out of money in retirement. Further, Hub24's own analysis showed 52 per cent of pension members are only withdrawing the legislated minimum pension amount in an effort to manage their longevity risk. The new solution announced today is designed to allay some of these concerns by providing an income for life. "As a market leader, Hub24 has an important role to play in delivering solutions that enable financial advisers to support their clients through all the stages of their life, including planning for a fulfilling and secure retirement," Hub24 chief executive Andrew Alcock said. "We're delighted to be collaborating with TAL to deliver our innovative retirement income stream solution, providing more choice for advisers and their clients." The new solution is aimed at optimising outcomes for individuals if they transition from a lifetime super account to a lifetime income account when they retire. Hub24 also pointed out it could improve eligibility for means-tested age pension concessions depending on how early somebody adopts the solution. "We believe lifetime income solutions can play a fundamental role in helping more Australians achieve confidence in their retirement. We are excited to be working with Hub24 and the advisers using their platform to provide clear and accessible retirement options for their clients," TAL group life and retirement chief executive Jenny Oliver acknowledged. Hub24 also recently launched a platform and managed portfolio solution for clients with lower balances or less complex needs, called Discover, and Private Invest, which provides access to wholesale investment solutions for high net worth clients.
IGP partners with TAL Life to expand captive access in Australia. TAL Life Limited Australia (TAL) joins the International Group Program (IGP) Network as its new partner in Australia. The new partnership, announced in October 2025, enables multinational companies operating in Australia to incorporate group life insurance plans with TAL into multinational pooling or captive reinsurance arrangements. The inclusion of Australia's leading life insurance specialist into the IGP Network provides global brokers and multinational clients with greater flexibility in designing employee benefits. This allows them to design benefits that better align with global benefit strategies and enhance the employee value proposition in the local market. The partnership covers group life insurance plans, including Death, Total Permanent Disability (TPD), and Income Protection. TAL is Australia's leading life insurance specialist, protecting over 5 million Australians and, in FY2024/2025 alone, pays AUD 4.7 billion in claims. As part of the Dai-ichi Life Group, TAL brings global scale, deep local expertise, and a strong commitment to innovation to the network. Currently, group life and disability insurance in Australia is predominantly provided through superannuation funds due to regulatory design, cost efficiency, and broad accessibility. However, as the market evolves, some employers explore complementary, employer-owned insurance solutions to enhance flexibility and align with global compensation strategies. TAL's Income Protection policy offers a monthly benefit of up to 75% of income, capped at AUD 30,000 per month, for employees unable to work due to illness or injury. Additionally, TPD insurance provides a lump-sum benefit of up to AUD 3 million if an employee becomes totally and permanently disabled and unable to work again. Life insurance also provides an uncapped lump-sum payment upon death or terminal illness. The insurer distinguishes itself through its evidence-based health, wellbeing, and support services designed to assist employees recovering from illness or injury. These services are part of the group life offering and include tailored cancer care programmes in partnership with Valion Health, mental health coaching, return-to-work planning, and physical rehabilitation plans. Furthermore, TAL's external Medical Specialist Advisory Board integrates expert medical advice into claims decisions, ensuring the insurer remains aligned with the latest clinical advancements and best practices.
TAL launches new platform to simplify life insurance.