Senior Annuity Tax Operations Lead

group1001wd; Zionsville (IN); On-site; USD 70,000 - 80,000; Full time

Job summary

Group 1001 seeks an experienced Annuity Operations Lead to drive the tax reporting lifecycle for our client base. This SME partners with Tax, Accounting Operations, Compliance, Legal, Product and Technology to implement regulatory changes and strengthen operational controls across life insurance and annuity products.

You will oversee end‑to‑end tax reporting, review quarterly reconciliations, coordinate corrective processing, and translate IRS updates into practical operational requirements.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Extensive experience in annuity operations, tax reporting operations, or a related financial services operations discipline.
• Strong working knowledge of client tax reporting lifecycles, IRS reporting requirements, and applicable regulatory frameworks.
• Demonstrated experience partnering with external tax reporting providers (e.g., Sovos) and internal Tax, Accounting Operations, and Compliance functions.
• Proven ability to research and resolve reconciliation variances and coordinate corrective processing and payment disbursements.
• Experience assessing the operational impact of IRS and regulatory changes and translating them into process, procedural, and control updates.
• Strong background in operational controls, risk mitigation, and continuous process improvement.
• Experience providing operational requirements and partnering with Business Analysis, UAT, and administration platform teams on tax-related initiatives.
• Excellent analytical, problem-solving, and communication skills, with the ability to influence cross-functional stakeholders.

Responsibilities

• Oversee the end-to-end execution of the client annuity tax reporting lifecycle in partnership with our external reporting partner.
• Review quarterly federal and state tax withholding reconciliation results and identify operational discrepancies requiring investigation and corrective action.
• Research reconciliation variances and partner with Accounting Operations to resolve outstanding items in a timely and controlled manner.
• Provide operational oversight of tax-related processing and distribution coding.
• Coordinate operational corrective processing and payment disbursements necessary to resolve tax reporting discrepancies.
• Research and coordinate correction of tax reporting errors or exceptions.
• Assess the operational impact of IRS and regulatory changes received, in partnership with Compliance and Tax, and operationalize any impacts or changes.
• Provide operational requirements for tax-related initiatives and review business requirements for operational accuracy.
• Partner with Business Analysis, User Acceptance Testing, Technology Administration, Accounting Operations, Law and Tax to support implementation readiness and operational execution.
• Identify opportunities to strengthen operational controls, improve reporting accuracy, reduce manual effort, and mitigate operational risk throughout the client tax reporting lifecycle.
• Monitor operational controls, reporting accuracy, and reconciliation activity and identify opportunities to improve efficiency,reduce operational risk, and continuously improve customer outcomes.

Skills

Annuity operations

Tax reporting operations

Financial services operations

Regulatory knowledge

Analytical skills

Communication skills

Tax reporting lifecycle knowledge

IRS reporting requirements

Regulatory frameworks

External tax reporting providers

Reconciliation variances

Operational controls

Continuous process improvement

UAT & BA collaboration

Problem-solving

Education

Bachelor's degree in Accounting, Finance, Business Administration, or a related field

Job description

Group 1001 seeks an experienced Annuity Operations Lead to drive the tax reporting lifecycle for our client base. This SME partners with Tax, Accounting Operations, Compliance, Legal, Product and Technology to implement regulatory changes and strengthen operational controls across life insurance and annuity products.

You will oversee end‑to‑end tax reporting, review quarterly reconciliations, coordinate corrective processing, and translate IRS updates into practical operational requirements.