
Senior Annuity Tax Manager
5 days ago
A challenging role awaits an experienced professional to lead a team and drive accurate, compliant tax reporting for annuity products.
This position involves overseeing tax reporting for annuity transactions (premiums, payouts, interest, etc.) and ensuring IRS compliance (e.g., 1099-R filings). The ideal candidate will have strong knowledge of U.S. tax regulations and proven leadership in a regulated environment.
- Key Responsibilities:
- Lead & 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 ops (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 chance to showcase your expertise and contribute to the success of our organization. If you are passionate about tax management and leadership, we encourage you to apply for this exciting opportunity.
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