Senior Annuity Tax Specialist

1 day ago


Nashik, Maharashtra, India beBeeAnnuityClaims Full time ₹ 12,50,000 - ₹ 17,50,000
Annuity Claims Manager Role

This is a unique opportunity to lead a team of professionals in tax reporting and compliance for annuity products.

Tax Reporting & Compliance Responsibilities:
  • Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
Tax Treatment Execution Duties:
  • Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.
Death Benefits & Beneficiary Taxation Tasks:
  • Address and resolve issues related to the taxability of death benefits.
Risk Management & Controls Responsibilities:
  • Ensure adherence to internal controls and regulatory compliance.
Requirements:
  • Bachelor's degree in accounting, Finance, or a related field; CPA or equivalent preferred.
  • Strong understanding of U.S. tax regulations related to annuity products and death benefits.
  • Excellent analytical, problem-solving, and communication skills.
Why This Role?

This is a challenging yet rewarding role that requires expertise in tax reporting and compliance.


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