U.S. Annuity Tax Management Specialist

3 days ago


Tirupati, Andhra Pradesh, India beBeeAnnuity Full time US$ 9,00,000 - US$ 14,00,000
Job Title

Annuity Tax Specialist Manager - U.S. Transactional Expertise


Job Description:

We seek an experienced Annuity Tax Specialist Manager to lead our team in ensuring accurate and timely tax reporting for annuity products. As a key member of our finance operations team, you will be responsible for overseeing the preparation and review of tax documents and filings as per IRS and regulatory standards.


Key Responsibilities:
  • Lead, mentor, and manage a team of 15–20 associates in tax reporting and compliance.
  • Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
  • Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations.
  • Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.

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.


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