
Senior Annuity Tax Specialist
3 days ago
Key Tax Executive Opportunity
A highly skilled professional is sought to lead a team and drive accurate, compliant tax reporting for annuity products.
Responsibilities:
- Lead and mentor a team of professionals to ensure successful tax operations.
- Oversee the preparation and submission of tax returns for annuity transactions, including premiums, payouts, and interest.
- Ensure strict adherence to IRS regulations, including the filing of 1099-R forms.
- Manage the tax treatment of death benefits and beneficiary payouts in accordance with U.S. tax laws.
- Drive process improvements and support audits to maintain regulatory compliance.
Requirements:
- 7–10 years of experience in tax reporting or financial operations, preferably in the insurance or annuity industry.
- Strong knowledge of U.S. tax regulations and laws.
- Proven leadership experience in a regulated environment.
- CPA certification preferred; proficiency in Excel and tax systems required.
What We're Looking For
We are seeking an experienced executive who can provide strategic leadership and guidance to our tax operations team.
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