
Tax Leadership Position
13 hours ago
- Lead and mentor a team of 15-20 associates.
- Oversee tax reporting for annuity transactions (premiums, payouts, interest, etc.).
- Ensure IRS compliance (e.g., 1099-R filings).
- Manage tax treatment of death benefits & beneficiary payouts.
- Drive process improvements and support audits.
- 7-10 years in tax reporting/financial ops (insurance/annuity preferred).
- Strong knowledge of U.S. tax regulations.
- Proven leadership in a regulated environment.
- CPA preferred, Excel & tax systems proficiency required.
Looking forward to discussing this opportunity with you. Please feel free to share your resume.
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