
Strategic US Tax Lead
5 days ago
We are seeking a seasoned US Tax Manager to lead our tax team and ensure accurate, compliant tax reporting for annuity products.
The successful candidate will be responsible for:
- Leading and mentoring a team of 15-20 associates
- Overseeing tax reporting for annuity transactions (premiums, payouts, interest, etc.)
- Ensuring IRS compliance (e.g., 1099-R filings)
- Managing tax treatment of death benefits and beneficiary payouts
- Driving process improvements and supporting audits
To be considered for this role, you will need:
- 7-10 years of experience in tax reporting or financial operations, preferably in insurance or annuity
- Strong knowledge of US tax regulations
- Proven leadership in a regulated environment
- CPA preferred, Excel and tax systems proficiency required
If you are a motivated and experienced tax professional looking for a new challenge, please apply with your resume.
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