
Executive Tax Manager
7 days ago
US Tax Leadership Role
About the Position:
We are seeking an accomplished tax professional to lead a team and drive accurate, compliant tax reporting for annuity products. This role requires strong knowledge of U.S. tax regulations, leadership skills, and the ability to manage complex tax processes.
Main Responsibilities:
- Lead and mentor a team of associates to ensure timely and accurate tax reporting.
- Oversee tax reporting for annuity transactions, including premiums, payouts, interest, and other financial activities.
- Ensure IRS compliance by managing 1099-R filings and regulatory requirements.
- Develop tax treatment strategies for death benefits and beneficiary payouts.
- Drive process improvements and support audits to maintain high standards of compliance and accuracy.
Key Requirements:
- 7-10 years of experience in tax reporting or financial operations, preferably in insurance or annuity industry.
- Strong knowledge of U.S. tax regulations and laws.
- Proven leadership experience in a regulated environment with focus on driving compliance and accuracy.
- CPA certification is preferred but Excel and tax systems proficiency are essential.
Benefits:
This is a challenging yet rewarding role that offers opportunities for growth and development. As a key member of our team, you will have the opportunity to work on complex projects and develop your skills and expertise.
Other Information:
Please note that this is a general job description and may be subject to change. We reserve the right to modify or withdraw this job posting at any time without notice.
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