Senior Annuity Tax Specialist

2 days ago


Bengaluru, Karnataka, India beBeeTax Full time ₹ 12,10,000 - ₹ 19,25,000
Job Opportunity

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
Requirements:
  • 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
Key Skills:
  • Tax Reporting Expertise
  • Leadership and Team Management
  • Regulatory Compliance
  • Process Improvement

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