Team Leadership & Oversight:
o Lead, mentor, and manage a team of 15–20 associates.
o Provide coaching, performance feedback, and professional development
guidance.
o Drive a high-performance culture with a strong focus on accuracy, timeliness, and
compliance.
• Tax Reporting & Compliance:
...
o Ensure accurate and timely tax reporting for annuity products, including:
▪ Policyholder premiums
▪ Annuity payouts
▪ Interest and investment income
▪ Return of principal
o Oversee preparation and review of tax documents and filings as per IRS and
regulatory standards (e.g., 1099-R).• Tax Treatment Execution:
o Execute daily, monthly, and quarterly activities to ensure proper tax treatment of
annuity distributions.
o Collaborate with actuarial, finance, and legal teams to ensure consistency and
accuracy in tax calculations.
• Death Benefits & Beneficiary Taxation:
o Address and resolve issues related to the taxability of death benefits.
o Ensure proper tax reporting for beneficiaries and align reporting processes with
current tax laws and policy guidelines.
• Issue Resolution & Process Improvement:
o Identify and resolve discrepancies or issues in tax treatment and reporting.
o Drive process improvements and system enhancements to improve accuracy and
efficiency.• Risk Management & Controls:
o Ensure adherence to internal controls and regulatory compliance.o Support audits, both internal and external, with relevant documentation and
insights.
WHAT YOU’LL NEED:
• 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.
experience
10show more
Team Leadership & Oversight:
o Lead, mentor, and manage a team of 15–20 associates.
o Provide coaching, performance feedback, and professional development
guidance.
o Drive a high-performance culture with a strong focus on accuracy, timeliness, and
compliance.
• Tax Reporting & Compliance:
o Ensure accurate and timely tax reporting for annuity products, including:
▪ Policyholder premiums
▪ Annuity payouts
▪ Interest and investment income
▪ Return of principal
o Oversee preparation and review of tax documents and filings as per IRS and
regulatory standards (e.g., 1099-R).• Tax Treatment Execution:
o Execute daily, monthly, and quarterly activities to ensure proper tax treatment of
annuity distributions.
o Collaborate with actuarial, finance, and legal teams to ensure consistency and
accuracy in tax calculations.
• Death Benefits & Beneficiary Taxation:
o Address and resolve issues related to the taxability of death benefits.
o Ensure proper tax reporting for beneficiaries and align reporting processes with
current tax laws and policy guidelines.
• Issue Resolution & Process Improvement:
...
o Identify and resolve discrepancies or issues in tax treatment and reporting.
o Drive process improvements and system enhancements to improve accuracy and
efficiency.• Risk Management & Controls:
o Ensure adherence to internal controls and regulatory compliance.o Support audits, both internal and external, with relevant documentation and
insights.
WHAT YOU’LL NEED:
• 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.
experience
10show more
