
Tax Compliance Manager
4 days ago
Job Title: Tax Compliance Manager
Annuity Claims Manager Job DescriptionThis role is responsible for overseeing the accurate and timely tax reporting for annuity products, ensuring compliance with IRS and regulatory standards.
The ideal candidate will have a proven track record of managing mid-sized teams and delivering results in a regulated environment. They should have strong analytical, problem-solving, and communication skills.
Key Responsibilities:
- Lead a team of finance and operations associates to ensure accurate tax reporting.
- Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations.
- Address issues related to death benefits and beneficiary taxation.
- Resolve discrepancies or issues in tax treatment and reporting.
- Drive process improvements and system enhancements to improve accuracy and efficiency.
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.
- 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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