Senior Tax Operations Manager
2 days ago
We are seeking an experienced US Tax Manager to lead our tax operations and drive process improvements.
About the Role:
- Lead a team of 15–20 associates, providing guidance and mentorship to ensure successful project delivery.
- Oversee tax reporting for annuity transactions, including premiums, payouts, interest, and other key components.
- Ensure compliance with IRS regulations, such as 1099-R filings, to maintain regulatory adherence.
- Manage tax treatment of death benefits and beneficiary payouts, ensuring accurate and timely processing.
Key Responsibilities:
- Develop and implement efficient tax processes to reduce costs and improve productivity.
- Analyze and resolve complex tax issues, collaborating with internal stakeholders to ensure effective solutions.
- Maintain up-to-date knowledge of U.S. tax regulations, staying current with changes and developments.
Requirements:
- 7–10 years of experience in tax reporting or financial operations, preferably in insurance or annuity sectors.
- Strong understanding of U.S. tax laws and regulations, with the ability to apply this knowledge in a fast-paced environment.
- Proven leadership skills, with a track record of successfully managing teams and driving results-oriented projects.
- Proficiency in Excel and tax systems, with the ability to analyze data and identify trends.
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