Financial Operations Leader: U.S. Annuity Tax Reporting Specialist

6 days ago

Mumbai, Maharashtra, India beBeeAnnuityClaimsManager Full time ₹ 20,00,000 - ₹ 25,00,000
Job Title

Annuity Claims Manager (U.S Tax Transactions/IRS/1099-R)

About the Role

We are seeking a seasoned Annuity Claims Manager to join our team. As a key member of our organization, you will be responsible for leading a team of professionals in tax reporting and compliance.

The ideal candidate will have a strong understanding of U.S. tax regulations related to annuity products and death benefits.

You will oversee the preparation and review of tax documents and filings as per IRS and regulatory standards.

This role requires a high degree of accuracy, attention to detail, and excellent analytical and problem-solving skills.

Key Responsibilities
  • Lead a team of 15–20 associates in tax reporting and compliance.
  • Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
  • 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.
  • Ensure proper tax reporting for beneficiaries and align reporting processes with current tax laws and policy guidelines.
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.
Benefits

This is an exciting opportunity to work with a dynamic team and contribute to the growth of our organization.

We offer a competitive salary and benefits package, along with opportunities for professional development and career advancement.

How to Apply

To apply for this position, please submit your resume and cover letter.

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