Annuity Tax Manager

2 days ago

Bengaluru, Karnataka, India beBeeTax Full time US$ 1,80,000 - US$ 2,00,000
Job Title: Annuity Tax Manager

This role oversees the management of a team responsible for ensuring accurate and timely tax reporting for annuity products. The successful candidate will possess strong analytical and problem-solving skills, as well as experience in managing mid-sized teams in a regulated environment.

Key Responsibilities:
  • Lead, mentor, and manage a team of 15–20 associates in tax reporting and compliance.
  • Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
  • Oversee preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R).
  • 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.
  • Address and resolve issues related to the taxability of death benefits, ensuring proper tax reporting for beneficiaries and aligning reporting processes with current tax laws and policy guidelines.
  • Identify and resolve discrepancies or issues in tax treatment and reporting, driving 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.
Benefits:
  • Opportunity to work with a dynamic team in a fast-paced environment.
  • Chance to develop expertise in tax reporting and compliance.
  • Professional growth and career advancement opportunities.
About the Role:

This is an exciting opportunity for a skilled tax professional to join our organization and contribute to our success.

  • Senior Annuity Tax Specialist

    1 day ago

    Bengaluru, Karnataka, India beBeeTax Full time ₹ 12,10,000 - ₹ 19,25,000

    Job OpportunityThe US Tax Manager role involves leading a team and driving accurate, compliant tax reporting for annuity products.This position is ideal for an experienced professional with strong knowledge of U.S. tax regulations and proven leadership in a regulated environment.Lead & mentor a team of associates to achieve high-quality tax reportingOversee...

  • Annuity Claims Manager

    2 days ago

    Bengaluru, Karnataka, 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 PermanentShift – 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...

  • US Tax Manager

    20 hours ago

    Bengaluru, Karnataka, India Stellar Consulting Solutions, LLC Full time

    Title: US Tax Manager Location: Gurugram, Hybrid Early joiners prefer (within 30 days) We are looking for an experienced US Tax Manager to lead a team and drive accurate, compliant tax reporting for annuity products. Key Responsibilities: Lead & mentor a team of 15–20 associates Oversee tax reporting for annuity transactions (premiums, payouts,...

  • Senior Tax Professional Leader

    12 hours ago

    Bengaluru, Karnataka, India beBeeTax Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job OpportunityA senior tax leadership position is available to lead a team and drive accurate, compliant tax reporting for annuity products.Responsibilities:Lead & mentor a team of associates to ensure seamless tax operations.Oversee tax reporting for annuity transactions (premiums, payouts, interest, etc.) to guarantee accuracy and compliance.Ensure IRS...

  • Financial Operations Manager

    2 days ago

    Bengaluru, Karnataka, India beBeeFinancialOperations Full time US$ 90,000 - US$ 1,20,000

    Job Title: Financial Operations Manager### Job DescriptionAs a Financial Operations Manager, you will lead and manage a team of 15-20 associates in ensuring accurate and timely tax reporting for annuity products. This includes policyholder premiums, annuity payouts, interest and investment income, and return of principal.Key Responsibilities:1. Team...

  • Sales Director

    22 hours ago

    Bengaluru, Karnataka, India beBeeLeadership Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Regional Zonal Leadership RoleThis is a high-impact leadership position involving team management, strategic partnerships, and execution of sales plans while ensuring alignment with business goals in the retirement benefits domain.Key responsibilities include leading a team of Sales Managers (SMs) and Associate Managers (AMs) to drive annuity sales,...

  • Product Manager

    4 weeks ago

    Bengaluru, Karnataka, India GST Manager Full time

    Technical Product Lead / Product Manager (2–4 Years Experience) Product Strategy | Execution Ownership | Tech x BusinessLocation: Chennai / Bangalore (Hybrid)Job Type: Full-timeExperience: 2–4 Years (Preferred)About GST ManagerGST Manager | Tax Collars Private Limited is a leading tax consulting company (www.gstmanager.com) offering tech-driven GST and...

  • Product Manager

    2 weeks ago

    Bengaluru, Karnataka, India GST Manager Full time

    Technical Product Lead / Product Manager (2–4 Years Experience) Product Strategy | Execution Ownership | Tech x Business Location: Chennai / Bangalore (Hybrid) Job Type: Full-time Experience: 2–4 Years (Preferred)About GST ManagerGST Manager | Tax Collars Private Limited is a leading tax consulting company (www.gstmanager.com) offering tech-driven GST...

  • Tax Manager, Withholding Tax

    3 weeks ago

    Bengaluru, Karnataka, India Amazon Full time

    Amazon is seeking a Tax Manager to join its Withholding Tax team in our India office.As a member of the Withholding Tax team, the Tax Manager will own the end-to-end process from determination, compliance and reporting of withholding tax in India. The Tax Manager will support the global tax, business and other stakeholder teams on various projects and...

  • Tax Manager

    6 days ago

    Bengaluru, Karnataka, India Lodha & Bhatt Full time

    ResponsibilitiesAssist in planning and managing tax compliance and advisory projects.Handle direct and indirect tax matters, including filing returns, addressing tax notices, managing assessments, audits, investigations, and appeals.Ensure that clients' tax returns (ie TDS, GST, Income Tax, PT etc.) and documents (Appeals, Notice Replies and certificates)...