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5 days ago
Job Title: Annuity Claims Expert
We are seeking an experienced professional to lead our team in handling annuity claims. The ideal candidate will have a strong understanding of U.S. tax regulations and experience in managing teams.
Key Responsibilities:- Lead a team of 15–20 associates in processing annuity claims.
- Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
- Oversee the preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R).
- 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.
Please note that this role requires a strong understanding of U.S. tax regulations and experience in managing teams.
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Dental Claims Submissions Expert
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Automotive Warranty Processing Expert
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Expert Healthcare Data Analyst
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Customer Service Delivery Expert
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7 days ago
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