
Tax Compliance Director
4 days ago
As a seasoned tax professional, we seek an experienced US Tax Manager to lead our tax reporting efforts and drive business success.
Responsibilities:
- Direct and mentor a team of associates to ensure high-quality tax reporting and compliance.
- Oversee tax reporting for annuity transactions, including premiums, payouts, interest, etc.
- Ensure IRS compliance by managing 1099-R filings and other regulatory requirements.
- Manage tax treatment of death benefits & beneficiary payouts in accordance with U.S. tax regulations.
- Drive process improvements and support audits to maintain optimal tax efficiency.
Requirements:
- 7–10 years of experience in tax reporting/financial operations, preferably in the insurance or annuity industry.
- Strong knowledge of U.S. tax regulations and laws.
- Proven leadership skills in a regulated environment, with a focus on team management and development.
- CPA certification is preferred, but not mandatory. Proficiency in Excel and tax systems is required.
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