5 Tax Treatment Jobs

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.,

As a Business Financial Operations Manager specializing in Annuity, Death Benefits, and Tax Reporting, you will be based in Gurugram, Haryana, India. This is a full-time permanent position with a hybrid work model, requiring you to be onsite for 3 days a week and remote for 2 days. The shift timing is from 12.30 p.m to 9.30 p.m IST, with flexibility to work evening shifts based on client requirements. Early joiners are appreciated for this role, which primarily falls under the finance profile but involves collaboration with the Ops team. Your key responsibilities will include leading, mentoring, and managing a team of 15-20 associates. You will be responsible for ensuring accurate and timely tax reporting for annuity products, covering areas such as policyholder premiums, interest and investment income, and return of principal. This will involve overseeing the preparation and review of tax documents and filings in compliance with IRS and regulatory standards, such as 1099-R. Your role will also entail executing daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions. Collaboration with actuarial, finance, and legal teams will be necessary to maintain consistency and accuracy in tax calculations. Addressing and resolving issues related to the taxability of death benefits will be another crucial aspect, along with ensuring proper tax reporting for beneficiaries in alignment with current tax laws and policy guidelines. As part of your responsibilities, you will need to identify and resolve discrepancies or issues in tax treatment and reporting. Driving process improvements and system enhancements to enhance accuracy and efficiency will be key in this role. Ensuring adherence to internal controls and regulatory compliance, as well as supporting audits with relevant documentation and insights, will be essential for risk management and controls. To qualify for this position, you should hold a Bachelor's degree in accounting, finance, or a related field. A CPA or equivalent certification is preferred. You should have 7-10 years of experience in tax reporting or financial operations, preferably in insurance or annuity domains. Demonstrated experience in managing mid-sized teams and delivering results in a regulated environment is required. A strong understanding of U.S. tax regulations pertaining to annuity products and death benefits, along with excellent analytical, problem-solving, and communication skills, is crucial. Proficiency in MS Excel, tax systems, and reporting tools is also expected for this role.,

The primary responsibilities of this position include processing invoices, which involves assigning functional approvers for non-PO invoices, importing invoices into the ERP using automation software, reviewing and requesting corrections for tax treatment of invoices, and managing vendor documents for taxing jurisdictions. Exception handling is a crucial aspect, requiring accurate documentation of resolution processes, compliance with company policies and regulatory requirements, and retention of invoices and supporting documentation as per guidelines. In terms of process optimization, the role involves supporting regional controllers in analyzing root causes of exceptions, collaborating with relevant departments to resolve issues efficiently, working with the Accounting Manager to enhance system functionalities, and implementing feedback from the global accounting team. Critical competencies for this position include attention to detail, organizational and time management skills, strong communication abilities, and the capacity to interact effectively with staff and management at all levels. Fluency in English is essential. The work hours for this position are Monday to Friday from 11:00 am to 8:00 pm. The ideal candidate should possess excellent attention to detail, organizational skills, time management abilities, strong communication skills, and the capacity to collaborate effectively with various levels of staff and management. Fluency in English is a requirement for this role. Michelman offers a values-focused work environment centered on integrity, respect, and success. The company is dedicated to the technical and professional growth of its employees, providing a challenging and dynamic team environment. A competitive salary, incentive package, and benefits are part of the employment package. Michelman is an Equal Opportunity Employer that does not hire individuals who use tobacco products. All candidates will undergo a drug test prior to employment, including testing for tobacco products. For more information about Michelman, please visit https://www.michelman.in/.,

The primary responsibilities of this role include processing invoices by assigning functional approvers for non-PO invoices, importing invoices into the ERP using automation software, reviewing invoices for tax treatment corrections, and collecting and managing vendor documents. Additionally, the role involves maintaining accurate documentation of exception resolution processes, ensuring compliance with company policies and regulatory requirements, and retaining invoices and supporting documentation per company guidelines. To optimize processes, the job requires supporting regional controllers in analyzing root causes of exceptions, collaborating with relevant departments to resolve issues efficiently, working with the Accounting Manager to enhance system functionalities, and implementing feedback from the global accounting team. The critical competencies for this role include attention to detail, organizational and time management skills, strong communication abilities, and the capacity to interact effectively with staff and management at various levels. Fluency in English is also required. The work hours for this position are Monday to Friday from 11:00 am to 8:00 pm. The job description emphasizes the importance of these responsibilities and competencies, highlighting that the statements provided are not exhaustive and subject to change at the discretion of the employer. Michelman offers a values-focused work environment centered on integrity, respect, and success. The company is dedicated to the technical and professional growth of its employees, providing a rigorous onboarding experience and opportunities for new challenges. An excellent salary, incentive, and benefits package is offered in a dynamic and empowered team environment. Michelman is an Equal Opportunity Employer and does not hire individuals who use tobacco products, conducting a pre-employment drug test that includes testing for tobacco products. For more information about Michelman, please visit https://www.michelman.in/.,

As a Business Financial Operations Manager specializing in Annuity, Death Claims, U.S. Tax Transactions, and IRS compliance, you will be responsible for overseeing various aspects related to tax reporting, tax treatment execution, death benefits, and beneficiary taxation within the finance domain while collaborating closely with the Ops team. This is a full-time permanent position based in Gurugram, Haryana, India, with a hybrid work model of 3 days onsite and 2 days remote, operating from 12.30 p.m to 9.30 p.m IST, with a willingness to work evening shifts based on client requirements. Early joiners are preferred for this role. Your key responsibilities will include team leadership and oversight, where you will lead, mentor, and manage a team of 15-20 associates. Furthermore, you will be tasked with ensuring accurate and timely tax reporting for annuity products, overseeing tax documents and filings as per IRS and regulatory standards, executing activities for proper tax treatment of annuity distributions, collaborating with cross-functional teams, addressing issues related to the taxability of death benefits, ensuring adherence to internal controls and regulatory compliance, and driving process improvements and system enhancements to enhance accuracy and efficiency. To qualify for this role, you should possess a Bachelor's degree in accounting, finance, or a related field, with a CPA or equivalent certification preferred. Additionally, you should have 7-10 years of experience in tax reporting or financial operations, particularly in the insurance or annuity domain, with a proven track record of managing mid-sized teams and delivering results in a regulated environment. A strong understanding of U.S. tax regulations pertaining to annuity products and death benefits, excellent analytical, problem-solving, and communication skills, as well as proficiency in MS Excel, tax systems, and reporting tools are essential for this role.,