
Expert Annuity Tax Professional
21 hours ago
We are seeking an experienced senior-level tax professional to lead a team and drive accurate, compliant tax reporting for annuity products. This role requires strong knowledge of U.S. tax regulations and proven leadership in a regulated environment.
Key Responsibilities:
- Lead and mentor a team of 15–20 associates.
- Oversee tax reporting for annuity transactions (premiums, payouts, interest, etc.).
- Ensure IRS compliance (e.g., 1099-R filings).
- Manage tax treatment of death benefits & beneficiary payouts.
- Drive process improvements and support audits.
Requirements:
- 7–10 years in tax reporting/financial operations (insurance/annuity preferred).
- Strong knowledge of U.S. tax regulations.
- Proven leadership in a regulated environment.
- CPA preferred, Excel & tax systems proficiency required.
This is a great opportunity to take on a challenging leadership role and contribute to the success of our organization.
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