
A Senior Tax Professional with Annuity Expertise
2 days ago
We seek a seasoned tax professional to oversee our annuity tax operations. As Senior Tax Operations Manager, you will lead a team of 15-20 associates in ensuring accurate and timely tax reporting for annuity products.
Key Responsibilities:
- Team Leadership & Oversight: Lead, mentor, and manage a team of 15-20 associates in delivering exceptional results in a regulated environment.
- Tax Reporting & Compliance: Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
- Tax Treatment Execution: Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.
- Death Benefits & Beneficiary Taxation: Address and resolve issues related to the taxability of death benefits.
- Issue Resolution & Process Improvement: Identify and resolve discrepancies or issues in tax treatment and reporting.
Requirements:
- A 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.
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