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1 day ago
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.
- Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.
- Address and resolve issues related to the taxability of death benefits.
- Ensure adherence to internal controls and regulatory compliance.
- 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.
This is a challenging yet rewarding role that requires expertise in tax reporting and compliance.
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