Senior Annuity Tax Specialist

2 days ago


Anand, Gujarat, India beBeeTax Full time ₹ 20,00,000 - ₹ 30,00,000

Job Title: US Tax Manager

Summary:

  • This role leads a team of tax professionals to deliver accurate and compliant tax reporting for annuity products.

Responsibilities:

  • Mentor and lead a team in tax reporting.
  • Oversee tax reporting for annuity transactions, including premiums, payouts, interest.
  • E nsure IRS compliance through timely 1099-R filings.
  • Manage tax treatment of death benefits and beneficiary payouts.
  • Drive process improvements and support audits to ensure regulatory compliance.

Requirements:

  • 7-10 years of experience in tax reporting or financial operations, preferably in the insurance or annuity industry.
  • Strong knowledge of U.S. tax regulations and ability to apply them in a regulated environment.
  • Proven leadership skills with a track record of success in a similar role.
  • CPA certification preferred, with proficiency in Excel and tax systems required.

Key Features:

  • Tax expertise in a highly regulated environment.
  • Leadership skills with a proven track record.


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