
Senior Tax Leader
2 days ago
Job Overview:
A senior leadership role is available for a seasoned tax professional to spearhead an in-house team.
The ideal candidate will possess extensive knowledge of U.S. tax regulations and laws, ensuring timely and accurate tax reporting for annuity products.
- Key Responsibilities:
- Lead and mentor a team of associates to ensure compliance with IRS regulations and drive process improvements.
- Oversee tax reporting for annuity transactions, including premiums, payouts, interest, and other relevant items.
- Manage tax treatment of death benefits and beneficiary payouts while maintaining regulatory compliance.
- Support audits to maintain accuracy and precision in tax reporting.
- Requirements:
- 7–10 years of experience in tax reporting or financial operations, preferably in the insurance or annuity industry.
- Strong analytical skills and proficiency in Excel and tax systems are essential.
- Proven leadership skills in a regulated environment, with a focus on team management and development.
- CPA certification is highly desirable.
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