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Chief Tax Strategist
2 weeks ago
Manage a team and oversee accurate, compliant tax reporting for annuity products as an experienced Tax Manager.
- Main Responsibilities:
- Supervise and mentor a team of 15–20 associates.
- Oversee tax reporting for annuity transactions (premiums, payouts, interest, etc.).
- Evaluate IRS compliance (e.g., 1099-R filings).
- Negotiate tax treatment of death benefits & beneficiary payouts.
- Analyze process improvements and provide audit support.
- Key Requirements:
- 7–10 years in tax reporting/financial operations (insurance/annuity preferred).
- Strong knowledge of U.S. tax regulations.
- Demonstrated leadership in a regulated environment.
- CPA preferred, Excel & tax systems proficiency required.
- Benefits Include:
- A competitive compensation package.
- Opportunities for growth and professional development.