Senior Annuity Tax Professional

22 hours ago


Mysore, Karnataka, India beBeeTaxClaimsManager Full time US$ 1,10,000 - US$ 1,75,000
Annuity Tax Claims Manager

Lead a team of tax professionals in ensuring accurate and timely tax reporting for annuity products. Ensure adherence to internal controls and regulatory compliance.

We are seeking an experienced Tax Claims Manager to join our team. As a key member of our organization, you will be responsible for leading the preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R).

About the Role:

  • Lead, mentor, and manage a team of 15–20 associates.
  • Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
  • Oversee preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R).

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.

Why Join Us?

We offer a dynamic work environment, opportunities for professional growth, and a competitive salary package. If you have the skills and passion to excel in this role, we encourage you to apply.



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