
US Annuity Tax Specialist
3 days ago
**Job Overview:**
We are seeking a seasoned tax professional to lead our US Tax team and drive accurate, compliant tax reporting for annuity products.
The ideal candidate will have a strong understanding of U.S. tax regulations, proven leadership in a regulated environment, and proficiency in Excel and tax systems.
Key responsibilities include:
- Leading and mentoring a team of professionals
- Overseeing tax reporting for annuity transactions (premiums, payouts, interest, etc.)
- Ensuring IRS compliance (e.g., 1099-R filings)
- Managing tax treatment of death benefits & beneficiary payouts
- Driving process improvements and supporting audits
**Requirements:**
- 7–10 years in tax reporting/financial operations (insurance/annuity experience preferred)
- Strong knowledge of U.S. tax regulations
- Proven leadership in a regulated environment
- CPA preferred, Excel & tax systems proficiency required
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