
Senior Annuity Tax Specialist
1 week ago
Job Title: US Tax Manager
A leading organization seeks a seasoned and detail-oriented professional to lead a team and drive accurate, compliant tax reporting for annuity products.
Key Responsibilities:
- Oversee a team of 15–20 associates in achieving organizational goals.
- Manage tax reporting for annuity transactions, including premiums, payouts, interest, etc.
- Ensure IRS compliance by handling 1099-R filings.
- Manage the tax treatment of death benefits & beneficiary payouts.
- Drive process improvements and support audits to enhance overall performance.
Requirements:
- 7–10 years of experience in tax reporting/financial operations, preferably in the insurance sector.
- Strong knowledge of U.S. tax regulations and their implications.
- Proven leadership in a regulated environment, with the ability to make informed decisions.
- Proficiency in Excel and tax systems is required.
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