Annuity Claims Specialist

2 weeks ago


Jaipur, Rajasthan, India beBeeTaxation Full time ₹ 20,00,000 - ₹ 25,00,000

Job Summary:

We are seeking a highly skilled Annuity Claims Manager to lead and manage a team of professionals in tax reporting and compliance for annuity products.

The successful candidate will have strong leadership skills, excellent analytical and problem-solving abilities, and a deep understanding of US tax regulations related to annuity products.

Key Responsibilities:
  • Team Leadership & Oversight: Manage and mentor a team of associates to achieve goals and objectives.
  • Tax Reporting & Compliance: Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
  • Tax Treatment Execution: Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions, collaborating with actuarial, finance, and legal teams as needed.
  • Death Benefits & Beneficiary Taxation: Address and resolve issues related to the taxability of death benefits, ensuring proper tax reporting for beneficiaries and aligning reporting processes with current tax laws and policy guidelines.
  • Issue Resolution & Process Improvement: Identify and resolve discrepancies or issues in tax treatment and reporting, driving process improvements and system enhancements to improve accuracy and efficiency.
  • Risk Management & Controls: Ensure adherence to internal controls and regulatory compliance, supporting audits with relevant documentation and insights.


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