US Annuity Tax Specialist

3 days ago


Nagpur, Maharashtra, India beBeeLeadership Full time US$ 1,50,000 - US$ 2,00,000

**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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