Manager US Taxation
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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).
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.
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 Ensure adherence to internal controls and regulatory compliance.
o Support audits both internal and external with relevant documentation and
insights.
WHAT YOULL NEED:
Bachelors 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.
insights.
WHAT YOULL NEED:
Bachelors 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.
Key Skills
- Instrument
- EMC
- Maintenance
- Audio Visual
- Asp.Net MVC
