
Senior Annuity Tax Specialist
2 days ago
The US Tax Manager role involves leading a team and driving accurate, compliant tax reporting for annuity products.
This position is ideal for an experienced professional with strong knowledge of U.S. tax regulations and proven leadership in a regulated environment.
- Lead & mentor a team of associates to achieve high-quality tax reporting
- Oversee tax reporting for annuity transactions, including premiums, payouts, interest, and other related activities
- Ensure IRS compliance by accurately filing 1099-R forms and managing tax treatment of death benefits and beneficiary payouts
- Drive process improvements and support audits to ensure accuracy and regulatory compliance
- 7–10 years in tax reporting/financial operations, preferably in the insurance or annuity industry
- Strong knowledge of U.S. tax regulations and ability to apply them in a complex environment
- Proven leadership experience in a regulated environment, with the ability to mentor and guide a team
- CPA certification preferred, with proficiency in Excel and tax systems required
- Tax Reporting Expertise
- Leadership and Team Management
- Regulatory Compliance
- Process Improvement
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