Annuity Tax Lead

6 days ago

Mount Abu, Rajasthan, India beBeeTax Full time ₹ 2,50,00,000 - ₹ 3,00,00,000

Lead Tax Specialist for Annuity Products

We are seeking a seasoned professional to oversee the tax reporting and compliance for our annuity products. As a Lead Tax Specialist, you will be responsible for ensuring accurate and timely tax reporting, as well as executing daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.

Key Responsibilities:

  • Team Leadership & Oversight:
  • 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.
    • Oversee preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R).
  • Tax Treatment Execution:
    • Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.
    • Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations.
  • Death Benefits & Beneficiary Taxation:
    • Address and resolve issues related to the taxability of death benefits.
    • Ensure proper tax reporting for beneficiaries and align reporting processes with current tax laws and policy guidelines.
  • Risk Management & Controls:
    • Ensure adherence to internal controls and regulatory compliance.
    • Support audits, both internal and external, with relevant documentation and insights.

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.
  • 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.

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