
Senior Annuity Tax Strategist
23 hours ago
Job Opportunity: Senior US Tax Specialist
We are seeking an experienced Senior US Tax Specialist to lead a team and drive accurate, compliant tax reporting for annuity products.
The ideal candidate will have a strong knowledge of U.S. tax regulations and proven leadership in a regulated environment.
This role requires strategic thinking and analytical skills to develop and implement tax strategies that meet regulatory requirements.
Key responsibilities include:
- Leading and mentoring a team of associates to ensure seamless execution of tax reporting tasks.
- Overseeing tax reporting for annuity transactions, including premiums, payouts, interest, and other relevant financial data.
- Ensuring IRS compliance by managing 1099-R filings and other regulatory requirements.
- Developing tax strategies to manage death benefits and beneficiary payouts.
- Driving process improvements and supporting audits to maintain high standards of accuracy and compliance.
To be successful in this role, you will need:
- 7-10 years of experience in tax reporting/financial operations, preferably in the insurance or annuity industry.
- A strong understanding of U.S. tax regulations and ability to apply them effectively.
- Proven leadership skills with a track record of success in a regulated environment.
- CPA certification is preferred; proficiency in Excel and tax systems is required.
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