Annuity Claims Manager

As an Annuity Claims Manager (U.S Tax Transactions/IRS/1099-R) based in Gurugram, Haryana, India, you will be responsible for managing a team of 15-20 associates, ensuring accurate and timely tax reporting for annuity products. Your role will involve overseeing tax documents and filings in compliance with IRS and regulatory standards, including the preparation and review of 1099-R forms. Your daily responsibilities will include executing activities to ensure proper tax treatment of annuity distributions, collaborating with cross-functional teams to ensure accuracy in tax calculations, and addressing issues related to the taxability of death benefits. You will also be required to identify discrepancies in tax treatment and reporting, driving process improvements and system enhancements to enhance accuracy and efficiency. In addition to team leadership and tax reporting, your role will involve managing risk and ensuring regulatory compliance by adhering to internal controls. You will also be expected to support audits, both internal and external, by providing relevant documentation and insights. To qualify for this position, you should hold a Bachelor's degree in accounting, finance, or a related field, with a CPA or equivalent certification preferred. You should have 7-10 years of experience in tax reporting or financial operations, preferably in the insurance or annuity domain. Strong knowledge of U.S. tax regulations related to annuity products and death benefits is essential, along with excellent analytical, problem-solving, and communication skills. Proficiency in MS Excel, tax systems, and reporting tools will be beneficial for this role. If you are an early joiner with a finance background and the ability to work with operations teams, we encourage you to apply for this full-time permanent position. The role may involve a hybrid work schedule, with 3 days onsite and 2 days remote, and evening shifts as per client requirements.,