Annuity Claims Manager

1 day ago

Kottayam, Kerala, India Stellar Consulting Solutions, LLC Full time

Title: Annuity Claims Manager (U.S Tax Transactions/IRS/1099-R)

Location: Gurugram Haryana India (Hybrid, 3 days onsite and 2 days remote)

Duration: Full Time Permanent

Shift – 12.30 p.m – 9.30 p.m IST & 5.30 PM - 2.30 AM IST (but should be comfortable if asked to work evening shift as per client need).

P.S – Early joiners would be appreciated. This role is for finance profile but would work with Ops team.

Job Responsibilities:

Team Leadership & Oversight:

  • Lead, mentor, and manage a team of 15–20 associates.

Tax Reporting & Compliance:

  • Ensure accurate and timely tax reporting for annuity products, including:
  • Policyholder premiums
  • Annuity payouts
  • Interest and investment income
  • Return of principal
  • Oversee preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R).

Tax Treatment Execution:

  • Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.
  • Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations.

Death Benefits & Beneficiary Taxation:

  • Address and resolve issues related to the taxability of death benefits.
  • Ensure proper tax reporting for beneficiaries and align reporting processes with current tax laws and policy guidelines.
  • Issue Resolution & Process Improvement:
  • Identify and resolve discrepancies or issues in tax treatment and reporting.
  • Drive process improvements and system enhancements to improve accuracy and efficiency.

Risk Management & Controls:

  • Ensure adherence to internal controls and regulatory compliance.
  • Support audits, both internal and external, with relevant documentation and insights.

Requirement:

  • Bachelor's degree in accounting, Finance, or a related field; CPA or equivalent preferred.
  • 7–10 years of experience in tax reporting or financial operations, preferably in insurance or annuity domain.
  • Proven experience in managing mid-sized teams and delivering results in a regulated environment.
  • Strong understanding of U.S. tax regulations related to annuity products and death benefits.
  • Excellent analytical, problem-solving, and communication skills.
  • Proficient in MS Excel, tax systems, and reporting tools.

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