Annuity Death Claims Manager
ConfidentialGurugram, Gurgaon / Gurugram, India10 days ago
Job descriptionEnsure 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). 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. 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. 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.
Title : Annuity Manager (Insurance Domain)
Location : Gurugram Haryana India (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 :
Team Leadership & Oversight :
- Lead, mentor, and manage a team of 15–20 associates.
Tax Reporting & Compliance :
Tax Treatment Execution :
Death Benefits & Beneficiary Taxation :
Risk Management & Controls :
Requirement :
Skills Required
Ms Excel, tax reporting , Reporting Tools, Risk Management
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Manager • Gurugram, Gurgaon / Gurugram, India
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