Team Leadership & Oversight:<br />o Lead, mentor, and manage a team of 15–20 associates.<br />o Provide coaching, performance feedback, and professional development<br />guidance.<br />o Drive a high-performance culture with a strong focus on accuracy, timeliness, and<br />compliance.<br />• Tax Reporting & Compliance:<br />o Ensure accurate and timely tax reporting for annuity products, including:<br />▪ Policyholder premiums<br />▪ Annuity payouts<br />▪ Interest and investment income<br />▪ Return of principal<br />o Oversee preparation and review of tax documents and filings as per IRS and<br />regulatory standards (e.g., 1099-R).• Tax Treatment Execution:<br />o Execute daily, monthly, and quarterly activities to ensure proper tax treatment of<br />annuity distributions.<br />o Collaborate with actuarial, finance, and legal teams to ensure consistency and<br />accuracy in tax calculations.<br />• Death Benefits & Beneficiary Taxation:<br />o Address and resolve issues related to the taxability of death benefits.<br />o Ensure proper tax reporting for beneficiaries and align reporting processes with<br />current tax laws and policy guidelines.<br />• Issue Resolution & Process Improvement:<br />o Identify and resolve discrepancies or issues in tax treatment and reporting.<br />o Drive process improvements and system enhancements to improve accuracy and<br />efficiency.• Risk Management & Controls:<br />o Ensure adherence to internal controls and regulatory compliance.o Support audits, both internal and external, with relevant documentation and<br />insights.<br />WHAT YOU’LL NEED:<br />• Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent preferred.<br />• 7–10 years of experience in tax reporting or financial operations, preferably in insurance<br />or annuity domain.<br />• Proven experience in managing mid-sized teams and delivering results in a regulated<br />environment.<br />• Strong understanding of U.S. tax regulations related to annuity products and death<br />benefits.<br />• Excellent analytical, problem-solving, and communication skills.<br />• Proficient in MS Excel, tax systems, and reporting tools.<h3>experience</h3>10