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4 days ago
The Tax Leadership Role oversees the efficient and compliant tax reporting for annuity products. This position requires leadership skills, expertise in U.S. tax regulations and laws, and a focus on process improvements to ensure accuracy and compliance.
The ideal candidate will have 7-10 years of experience in tax reporting or financial operations, preferably in the insurance or annuity industry, and be proficient in Excel and tax systems.
- Lead a team of associates to ensure efficient and compliant tax reporting
- Oversee tax reporting for annuity transactions, including premiums, payouts, interest, etc.
- Ensure IRS compliance with regards to 1099-R filings
- Manage tax treatment of death benefits and beneficiary payouts
- Drive process improvements and support audits
- Strong knowledge of U.S. tax regulations and laws
- Proven leadership in a regulated environment
- CPA certification preferred
- Proficiency in Excel and tax systems required
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