Annuity Claims Specialist

21 hours ago

Belgaum, Karnataka, India beBeeAnnuity Full time US$ 1,20,000 - US$ 1,80,000

Job Title: Annuity Tax Expert

 

The Annuity Tax Expert will lead a team of tax professionals in ensuring accurate and timely tax reporting for annuity products. This role requires expertise in U.S. tax regulations related to annuity products and death benefits.

 

Key Responsibilities:

  • Team Leadership & Oversight:
    • Lead, mentor, and manage a team of tax professionals.
  • Tax Reporting & 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.
  • 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.
  • Risk Management & Controls:
    • Ensure adherence to internal controls and regulatory compliance.
    • Support audits, both internal and external, with relevant documentation and insights.

 

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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