
Tax Operations Director
1 week ago
We are seeking an experienced professional to lead our team and drive accurate, compliant tax reporting for annuity products.
Key Responsibilities- Lead and mentor a team of professionals to ensure seamless tax operations:
- Oversee tax reporting for annuity transactions, including premiums, payouts, interest, and other relevant items
- Ensure IRS compliance and regulatory adherence:
- Manage tax treatment of death benefits and beneficiary payouts
- Drive process improvements and support audits to maintain high levels of accuracy and compliance:
- Identify areas for improvement in tax operations and implement changes to enhance efficiency and effectiveness
What You'll Need
- 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 skills in a regulated environment with ability to manage teams and drive results
- CPA certification preferred; Excel and tax systems proficiency required
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