Senior Annuity Tax Manager

1 day ago

Allahabad, Uttar Pradesh, India beBeeTax Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Job Title: Tax Management Lead

 

We are seeking a highly skilled Tax Management Lead to oversee the management of tax-related activities, ensuring compliance with relevant regulations and laws.

 

The successful candidate will lead a team of professionals responsible for managing the lifecycle of annuity products, from policyholder premiums to annuity payouts, interest, investment income, and return of principal. They will be accountable for preparing and reviewing tax documents and filings in accordance with IRS and regulatory standards.

 

This role requires a strong understanding of U.S. tax regulations related to annuity products and death benefits. The ideal candidate should possess excellent analytical, problem-solving, and communication skills, as well as proficiency in MS Excel, tax systems, and reporting tools.

 

Responsibilities:

  • Lead a team of 15-20 associates in tax-related activities, providing guidance and support as needed.
  • Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest, investment income, and return of principal.
  • Oversee preparation and review of tax documents and filings as per IRS and regulatory standards.
  • Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations.
  • Address and resolve issues related to the taxability of death benefits.
  • Identify and resolve discrepancies or issues in tax treatment and reporting.
  • Drive process improvements and system enhancements to improve accuracy and efficiency.

 

Requirements:

  • 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.

 

Please note that this is a challenging role requiring a high level of expertise and professionalism. We look forward to receiving applications from qualified candidates who can excel in this position.

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