Talent.com
Taxation Manager (Annuity / Death Claims / IRS / 1099-R)

Taxation Manager (Annuity / Death Claims / IRS / 1099-R)

Stellar Consulting Solutions, LLCgurugram, uttar pradesh, in
1 day ago
Job description

Title : Taxation Manager (Annuity / Death Claims)

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 :

  • Ensure 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).
  • Tax Treatment Execution :

  • 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.
  • Death Benefits & Beneficiary Taxation :

  • 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.
  • Risk Management & Controls :

  • Ensure adherence to internal controls and regulatory compliance.
  • Support audits, both internal and external, with relevant documentation and insights.
  • Requirement :

  • 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.
  • Create a job alert for this search

    Manager Taxation • gurugram, uttar pradesh, in

    Related jobs
    • Promoted
    Taxation Manager (Annuity / Death Claims / IRS / 1099-R)

    Taxation Manager (Annuity / Death Claims / IRS / 1099-R)

    Stellar Consulting Solutions, LLCGurugram, Haryana, India
    Title : Taxation Manager (Annuity / Death Claims).Location : Gurugram Haryana India (Hybrid, 3 days onsite and 2 days remote). AM IST (but should be comfortable if asked to work evening shift as per cli...Show moreLast updated: 1 day ago
    • Promoted
    Associate Manager - 1040 HNI - Tax

    Associate Manager - 1040 HNI - Tax

    WithumDelhi, India
    Withum is a place where talent thrives - where who you are matters.It’s a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...Show moreLast updated: 30+ days ago
    • Promoted
    Indirect Tax Litigation Manager ( GST)

    Indirect Tax Litigation Manager ( GST)

    Neeraj Bhagat & Co.New Delhi, Delhi, India
    Handle end-to-end litigation matters pertaining to GST, VAT, service tax, excise, and customs.Draft and review legal submissions, replies, appeals, writ petitions, and SLPs before adjudicating auth...Show moreLast updated: 3 days ago
    • Promoted
    Indirect Tax Manager

    Indirect Tax Manager

    Sumit Nishania & AssociatesDelhi, India
    Sumit Nishania & Associates is Kolkata based chartered accountant firm mostly in field of indirect taxation, audit and assurances. The firm is maily into corporate advisory and allied services.This ...Show moreLast updated: 18 days ago
    • Promoted
    Senior Manager - Indirect Tax

    Senior Manager - Indirect Tax

    Pocket FMDelhi, India
    With 100 Billion+ minutes streamed annually, 120 minutes of daily average listening time, and 6 Billion+ total audio plays on our platform, Pocket FM is on a mission to build the world’s largest AI...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager

    Tax Manager

    Awfis Space Solutions LimitedDelhi, India, India
    The Manager - Tax will be responsible for managing both direct and indirect taxation for the organization, ensuring full compliance with tax laws, optimizing tax planning strategies, and handling a...Show moreLast updated: 30+ days ago
    • Promoted
    Manager-Taxation

    Manager-Taxation

    Talent ToppersDelhi, India
    Job Description – Manager (Direct Tax).We are looking for an experienced Tax Manager (Direct Tax) for our client.This role offers the opportunity to work across Corporate Taxation, Transfer Pricing...Show moreLast updated: 12 days ago
    • Promoted
    Tax Manager

    Tax Manager

    Allegis GroupDelhi, India
    JOB DESCRIPTION – MANAGER- CORPORATE TAX.This role involves a blend of technical tax expertise, analytical skills, and collaboration with various internal and external stakeholders.Person is respon...Show moreLast updated: 13 days ago
    • Promoted
    Manager Taxation(UK)

    Manager Taxation(UK)

    PRISMGurugram, Haryana, India
    Sector 69, Space Plazo, Gurgoan.OYO’s tax obligations are fulfilled across our operating geographies, including support for. The ideal candidate should bring a mix of strong Indian tax knowledge, ex...Show moreLast updated: 1 day ago
    • Promoted
    Manager - Direct Tax

    Manager - Direct Tax

    Xiaomi IndiaDelhi, India
    Xiaomi was founded in 2010 by serial entrepreneur Lei Jun, who believes that high-quality technology doesn't need to cost a fortune. We create remarkable hardware, software, and internet services fo...Show moreLast updated: 10 days ago
    • Promoted
    Indirect Tax Manager

    Indirect Tax Manager

    Air India SATS Airport Services Private Limited (AISATS)Gurugram, Haryana, India
    To lead and manage all aspects of indirect taxation including GST, customs, and other applicable levies, ensuring compliance with statutory requirements, optimizing tax positions, and supporting bu...Show moreLast updated: 1 day ago
    • Promoted
    Dy. Manager GST

    Dy. Manager GST

    Interarch Building Solutions Limiteddelhi, delhi, in
    The Assistant Manager – GST & Taxation will be responsible for managing all indirect tax compliances, mainly GST return filings, invoicing, e-way bill generation, and coordination with internal and...Show moreLast updated: 23 hours ago
    • Promoted
    Associate Manager II - Taxation

    Associate Manager II - Taxation

    NaviDelhi, India
    About the Team The Taxation team at Navi is responsible for managing all aspects of the company’s tax obligations, ensuring compliance. The team works on tax planning, reporting, and strategy, helpi...Show moreLast updated: 30+ days ago
    • Promoted
    US Tax Manager

    US Tax Manager

    Adept GlobalDelhi, India
    US Tax Manager / Reviewer Location : .Job Description The candidate will be responsible for assisting our clients in reviewing the returns prepared by junior team members and working directly with US ...Show moreLast updated: 13 days ago
    • Promoted
    Tax Manager

    Tax Manager

    MYCPE ONEDelhi, India
    Job Summary We are seeking a skilled and detail-oriented Tax Manager with extensive review experience in Form 1120, 1065, and 1120-S to join our dynamic team. The ideal candidate will manage tax com...Show moreLast updated: 16 days ago
    • Promoted
    Indirect Tax Manager

    Indirect Tax Manager

    airtelDelhi, India
    Key Responsibilities : Indirect Tax : Closure of Indirect Tax Assessments of VAT, CST, Entry Tax and Entertainment Tax Active Participation in GST Audit Active Participation in reply to Show Cause no...Show moreLast updated: 30+ days ago
    • Promoted
    US Tax Manager

    US Tax Manager

    Stellar Consulting Solutions, LLCGurugram, Haryana, India
    Early joiners prefer (within 30 days).We are looking for an experienced.Lead & mentor a team of 15–20 associates.Oversee tax reporting for annuity transactions (premiums, payouts, interest, etc.Man...Show moreLast updated: 1 day ago
    • Promoted
    Indirect Tax Manager

    Indirect Tax Manager

    Acme ServicesDelhi, India
    Hiring Qualified Chartered Accountant for Leading "CA Firms" in Mumbai.Preparation, verification and review of periodic GST tax returns of clients and ensure filing of the same within prescribed du...Show moreLast updated: 30+ days ago