A Financial Operations Manager Role for Annuity Tax Compliance Expertise

5 days ago

Madurai, Tamil Nadu, India beBeeTax Full time ₹ 18,00,000 - ₹ 25,00,000
Job Title:

Financial Operations Manager - Annuity Tax Compliance

Manage a team of 15–20 associates to ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.

Lead cross-functional teams to execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.

Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations.

Address and resolve issues related to the taxability of death benefits.

Ensure proper tax reporting for beneficiaries and align reporting processes with current tax laws and policy guidelines.

Drive process improvements and system enhancements to improve accuracy and efficiency.

Identify and resolve discrepancies or issues in tax treatment and reporting.

Support audits with relevant documentation and insights.

Requirements:
  • Bachelor's degree in accounting, Finance, or a related field; CPA or equivalent preferred.
  • 7–10 years of experience in tax reporting or financial operations, preferably in insurance or annuity domain.
  • Proven experience in managing mid-sized teams and delivering results in a regulated environment.
  • Strong understanding of U.S. tax regulations related to annuity products and death benefits.
  • Excellent analytical, problem-solving, and communication skills.
  • Proficient in MS Excel, tax systems, and reporting tools.

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