
Senior Annuity Tax Reporting Manager
5 days ago
Job Description:
Seeking a senior professional to oversee annuity tax reporting, leading and mentoring a team of associates.
Key Responsibilities:
- Lead a team in ensuring accurate and timely tax reporting for annuity products.
- Manage the preparation and review of tax documents and filings as per IRS and regulatory standards.
- Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.
- Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations.
- Address and resolve issues related to the taxability of death benefits.
- Identify and resolve discrepancies or issues in tax treatment and reporting.
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.
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