Annuity Products Tax Compliance Director

1 week ago


Aligarh, Uttar Pradesh, India beBeeTaxLeadership Full time US$ 1,50,000 - US$ 2,00,000
Senior Tax Leadership Position

A critical role that entails overseeing a team of professionals in tax reporting and compliance for annuity products.

The ideal candidate will possess in-depth knowledge of U.S. tax regulations related to annuity products and death benefits, along with experience in managing mid-sized teams and delivering results in a highly regulated environment.

Key Responsibilities:
  • Lead, mentor, and manage a team of associates responsible for ensuring accurate and timely tax reporting for annuity products.
  • Oversee the 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.


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