
Annuity Claims Manager
2 days ago
Job Title: Tax Specialist - Annuity Claims
We are seeking a highly skilled Tax Specialist to join our team. This role will be responsible for ensuring accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
The ideal candidate will have experience in managing mid-sized teams and delivering results in a regulated environment. A strong understanding of U.S. tax regulations related to annuity products and death benefits is essential. Proficiency in MS Excel, tax systems, and reporting tools is also required.
Key Responsibilities:
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