Manager Business Finance

WHO WE ARE:

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHAT YOU’LL DO:

• 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.

WHAT’S IN IT FOR YOU?

We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability