US Tax Management Specialist

2 days ago


Gandhinagar, Gujarat, India beBeeTaxLeader Full time ₹ 1,20,00,000 - ₹ 1,60,00,000

Role Summary:

We are seeking a seasoned tax professional to lead our tax reporting efforts for annuity products.

This individual will oversee accurate and compliant tax submissions, manage a team of associates, and ensure IRS compliance.

Key Responsibilities:

  • Lead a team of 15-20 associates in tax reporting, providing guidance and mentorship to drive success.
  • Oversee timely and accurate tax submissions for annuity transactions.
  • Ensure IRS compliance, managing 1099-R filings and other regulatory requirements.
  • Manage tax treatment of death benefits and beneficiary payouts.
  • Drive process improvements and support audits, fostering a culture of excellence.

Requirements:

  • 7-10 years of experience in tax reporting or financial operations, preferably in the insurance or annuity sector.
  • Strong knowledge of U.S. tax regulations, with a focus on compliance and strategy.
  • Proven leadership in a regulated environment, with a track record of driving results.
  • CPA certification preferred, with expertise in Excel and tax systems.

Our organization is committed to delivering exceptional customer service and fostering a culture of excellence.


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