Financial Services Tax Lead

4 days ago


Aligarh, Uttar Pradesh, India beBeeTax Full time ₹ 15,00,000 - ₹ 25,00,000

Job Title: US Tax Manager

Location: Aligarh, India

We are seeking an experienced professional to lead a team and drive accurate, compliant tax reporting for annuity products.

Key Responsibilities:

  • Lead and mentor a team of associates in driving accurate tax reporting.
  • Oversee tax reporting for annuity transactions, including premiums, payouts, and interest.
  • Ensure compliance with IRS regulations, including 1099-R filings.
  • Manage the tax treatment of death benefits and beneficiary payouts.
  • Drive process improvements and support audits to ensure accuracy and efficiency.

Requirements:

  • 7–10 years of experience in tax reporting or financial operations, preferably in insurance or annuity.
  • Strong knowledge of U.S. tax regulations and laws.
  • Proven leadership experience in a regulated environment.
  • CPA certification is preferred, with proficiency in Excel and tax systems required.

The ideal candidate will possess excellent leadership skills, strong technical expertise, and the ability to drive process improvements.



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