Senior Annuity Tax Specialist

1 week ago


Bellary, Karnataka, India beBeeTax Full time US$ 15,00,000 - US$ 18,00,000

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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