
A Tax Leader Position
5 days ago
Role Overview:
This leadership position involves overseeing a team of professionals in tax reporting and compliance for annuity products.
Main Responsibilities:
- Lead, mentor, and manage a team of 15–20 associates
- Promote accurate and timely tax reporting for annuity products
- Collaborate with the actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations
- Address and resolve issues related to the taxability of death benefits
- Identify and resolve discrepancies or issues in tax treatment and reporting
- Drive process improvements and system enhancements to improve efficiency and productivity
- Ensure adherence to internal controls and regulatory compliance
Requirements:
- Bachelor's degree in accounting, Finance, or a related field
- 7–10 years of experience in tax reporting or financial operations
- 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
Key Skills:
- Taxation and regulatory compliance
- Leadership and team management
- Process improvement and optimization
- Financial analysis and reporting
Why This Role?
This is an exciting opportunity to join our organization as a leader in tax reporting and compliance. If you have a strong background in taxation and leadership, we encourage you to apply.
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