
Senior Annuity Tax Expert
2 days ago
Job Opportunity
We are seeking a seasoned Tax Manager to lead and mentor a team of associates in driving accurate, compliant tax reporting for annuity products.
- The successful candidate will oversee tax reporting for annuity transactions, ensuring compliance with IRS regulations such as 1099-R filings.
- They will manage tax treatment of death benefits and beneficiary payouts.
- Additionally, they will drive process improvements and support audits in a regulated environment.
Requirements
- A minimum of 7–10 years of experience in tax reporting/financial operations, preferably in the insurance or annuity industry.
- Strong knowledge of U.S. tax regulations is essential.
- Proven leadership in a regulated environment is required.
- CPA certification is preferred, along with proficiency in Excel and tax systems.
Responsibilities
- The Tax Manager will ensure timely and accurate tax reporting for annuity products.
- They will develop and implement process improvements to enhance efficiency and effectiveness.
- Support audits and investigations, maintaining confidentiality and professionalism.
- Collaborate with cross-functional teams to achieve business objectives.
Key Skills
- Tax reporting and compliance.
- Leadership and team management.
- Process improvement and audit support.
- Excel and tax systems proficiency.
What We Offer
- A dynamic and challenging work environment.
- Opportunities for professional growth and development.
- Competitive compensation and benefits package.
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