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Annuity Claims Professional
2 weeks ago
Job Opportunity
Annuity claims management is an exciting field that requires leadership and technical skills. The role involves overseeing the preparation and review of tax documents, ensuring compliance with IRS and regulatory standards.
Key Responsibilities:
- Manage a team of professionals to achieve operational efficiency and accuracy in tax reporting.
- Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations.
- Identify and resolve discrepancies or issues in tax treatment and reporting, driving process improvements and system enhancements.
Requirements:
- 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.
