Noida, Uttar Pradesh, India
Not disclosed
Remote
Full Time
Job Title: Technical Product Manager (API Integration) Location: Noida U.P. (Hybrid) (3 days onsite and 2 days remote) Duration: Full Time Timings: UK ( 12.30 p.m. - 9.30 p.m. IST) Note: Need to come from BFSI/Enterprise/B2B Background Must Need to have end - to - end product implementation Exp. (Start to finish) Must Need to come from Software Development Background Must Extensive experience into API Integration, System Integration, Sql Coding, Sql Server database MUST Description: A Bachelor’s/Master’s Degree with 6+ years’ work experience in Product Management or Business Analysis Good technical understanding of Product Development Lifecycle along with API integrations, SQL etc. Good understanding of technology system interfaces and data integration, networks, Client/Server and operating systems Knowledge of Business Process Modelling using decision tables/trees and data flows, etc. Strong customer service skills with excellent relationship management skills with the ability to interact positively and successfully across all levels of associates and managers to meet business needs Strong written, oral, and interpersonal communication skills Willingness to develop industry-related knowledge Analytical, organized with excellent written and verbal communication skills Must be a self-starter, flexible and motivated Great to have experience in BFSI Industry across Annuity, mutual funds, financial services, or life insurance Show more Show less
Pune, Maharashtra, India
Not disclosed
Remote
Full Time
Job Title: PeopleSoft FSCM Technical Product Manager Location: Pune, Maharashtra, India (Hybrid) (3 days onsite and 2 days remote) Duration: Full Time Timings: UK ( 12.30 p.m. - 9.30 p.m. IST) Note: Need to come from BFSI/Enterprise/B2B Background Must Need to have end - to - end product implementation Exp. (Start to finish) Must Need to come from Software Development Background Must Extensive experience into PeopleSoft FSCM/API Integration, System Integration, Sql Coding, Sql Server database MUST Description: A Bachelor’s/Master’s Degree with 6+ years’ work experience in Product Management or Business Analysis Good technical understanding of Product Development Lifecycle along with API integrations, SQL etc. Good understanding of technology system interfaces and data integration, networks, Client/Server and operating systems Knowledge of Business Process Modelling using decision tables/trees and data flows, etc. Strong customer service skills with excellent relationship management skills with the ability to interact positively and successfully across all levels of associates and managers to meet business needs Strong written, oral, and interpersonal communication skills Willingness to develop industry-related knowledge Analytical, organized with excellent written and verbal communication skills Must be a self-starter, flexible and motivated Great to have experience in BFSI Industry across Annuity, mutual funds, financial services, or life insurance Show more Show less
Gurugram, Haryana, India
None Not disclosed
On-site
Full Time
Responsibilities: Team Leadership & Oversight: Lead, mentor, and manage a team of 15–20 associates. Provide coaching, performance feedback, and professional development guidance. Drive a high-performance culture with a strong focus on accuracy, timeliness, and compliance. 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. Qualifications: 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.
Gurugram, Haryana, India
None Not disclosed
Remote
Full Time
Title: Business Financial operations Manager (Annuity/Death Claims/U.S Tax Transactions/IRS) 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 (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. 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.
haryana
INR Not disclosed
On-site
Full Time
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.,
haryana
INR Not disclosed
On-site
Full Time
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.,
Gurugram, Haryana, India
None Not disclosed
On-site
Full Time
Responsibilities: Team Leadership & Oversight: Lead, mentor, and manage a team of 15–20 associates. Provide coaching, performance feedback, and professional development guidance. Drive a high-performance culture with a strong focus on accuracy, timeliness, and compliance. 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. WHAT YOU’LL NEED: 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.
Gurugram, Haryana, India
None Not disclosed
Remote
Full Time
Title: Business Financial operations Manager (Annuity/Death Claims/U.S Tax Transactions/IRS) 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 (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. 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.
Gurugram, Haryana, India
None Not disclosed
Remote
Full Time
Title: Annuity Claims Manager (U.S Tax Transactions/IRS/1099-R) 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. 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.
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