Tax Claims Management Specialist

2 days ago

Bhavnagar, Gujarat, India beBeeAnnuity Full time US$ 1,00,000 - US$ 1,30,000
Claims Leadership Role

As a seasoned professional, you will lead a team of experts responsible for annuity tax reporting and compliance. The successful candidate will oversee daily, monthly, and quarterly activities to ensure accurate tax treatment of annuity distributions.

The role involves collaboration with actuarial, finance, and legal teams to guarantee consistency and accuracy in tax calculations. You will also be responsible for addressing issues related to the taxability of death benefits and ensuring proper tax reporting for beneficiaries.

To succeed in this position, you should have a strong understanding of U.S. tax regulations and experience in managing mid-sized teams in a regulated environment.

Key Responsibilities:
  • Team Leadership & Oversight:
    • Lead, mentor, and manage a team of associates responsible for tax reporting and compliance.
  • Tax Reporting & Compliance:
    • Ensure accurate and timely tax reporting for annuity products.
    • Oversee preparation and review of tax documents and filings as per IRS and regulatory standards.
  • Tax Treatment Execution:
    • Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.
    • Collaborate with internal teams to ensure consistency and accuracy in tax calculations.
  • Death Benefits & Beneficiary Taxation:
    • Address and resolve issues related to the taxability of death benefits.
    • Ensure proper tax reporting for beneficiaries.
Requirements:
  • A 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:
  • Opportunity to work with experienced professionals in the field.
  • Chance to develop leadership skills and expertise in tax reporting and compliance.
  • Professional growth opportunities in a dynamic and challenging environment.

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