Annuity Tax Specialist

4 days ago


Coimbatore, Tamil Nadu, India beBeeTax Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Summary

A dynamic professional sought to lead our tax reporting and compliance team. This role involves overseeing the preparation and review of tax documents, ensuring adherence to regulatory standards and executing daily activities for proper tax treatment.

Key Responsibilities
  • Lead and manage a team of 15–20 associates in a hybrid environment.
  • 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.
  • 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.
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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