Taxation Manager (Annuity/ Death Claims/IRS/1099-R)

Stellar Consulting Solutions, LLC; Gurugram District; Híbrido; INR 1 200 000 - 1 500 000; Tempo integral

Resumo da oferta

A prominent consulting firm is seeking a Taxation Manager in Gurugram, Haryana, to lead tax reporting for annuity products. This role involves managing a team, ensuring compliance with U.S. tax regulations, and executing tax treatment processes. Ideal candidates will have a Bachelor's degree in Finance, 7–10 years of relevant experience, and solid team management skills. Proficiency in tax systems and excellent analytical skills are essential. Position is hybrid with flexible shifts.

Qualificações

• 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.

Responsabilidades

• Lead, mentor, and manage a team of 15–20 associates.
• Ensure accurate and timely tax reporting for annuity products.
• Execute daily, monthly, and quarterly tax treatment activities.
• Address taxability of death benefits and ensure proper reporting.
• Identify and resolve discrepancies in tax treatment and reporting.

Conhecimentos

Analytical skills

Problem-solving skills

Communication skills

Team management

Tax reporting

Formação académica

Bachelor’s degree in accounting, Finance, or a related field

CPA or equivalent preferred

Ferramentas

MS Excel

Tax systems

Reporting tools

Descrição da oferta de emprego

Taxation Manager (Annuity/ Death Claims/IRS/1099-R)

Title: Taxation Manager (Annuity/Death Claims)

Location: Gurugram Haryana India or Noida (Hybrid, 3 days onsite and 2 days remote)

Duration: Full Time Permanent

Shift: 12.30 p.m – 9.30 p.m IST & 5.30 PM - 2.30 AM IST (but should be comfortable if asked to work evening shift as per client need).

P.S – Early joiners would be appreciated. This role is for finance profile but would work with Ops team. Need to come from insurance background.

Job Responsibilities:

• Lead, mentor, and manage a team of 15–20 associates.
• Tax Reporting & Compliance: Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, return of principal, oversee preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R).
• Tax Treatment Execution: Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions. Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations.
• Death Benefits & Beneficiary Taxation: Address and resolve issues related to the taxability of death benefits. Ensure proper tax reporting for beneficiaries and align reporting processes with current tax laws and policy guidelines.
• Issue Resolution & Process Improvement: Identify and resolve discrepancies or issues in tax treatment and reporting. Drive process improvements and system enhancements to improve accuracy and efficiency. Ensure adherence to internal controls and regulatory compliance. Support audits, both internal and external, with relevant documentation and insights.

Requirements:

• 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.

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