Tax Compliant Annuity Product Manager

2 days ago

Ghaziabad, Uttar Pradesh, India beBeeAnnuity Full time US$ 1,20,000 - US$ 1,50,000
Job Title:

Lead Annuity Claims Manager

Job Description

As a lead claims manager, you will oversee the preparation and review of tax documents and filings in accordance with IRS and regulatory standards.

You will ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest, investment income, and return of principal.

Key activities include executing daily, monthly, and quarterly tasks to ensure proper tax treatment of annuity distributions, collaborating with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations, addressing and resolving issues related to the taxability of death benefits, and ensuring proper tax reporting for beneficiaries.

You will also identify and resolve discrepancies or issues in tax treatment and reporting, drive process improvements and system enhancements to improve accuracy and efficiency, and ensure adherence to internal controls and regulatory compliance.

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.

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