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Imo Annuity Jobs (NOW HIRING)

Americo

Account Executive I

Kansas City, MO · On-site

Monitor IMO production to identify trends, opportunities, and alignment with sales goals and value ... Strong understanding of annuity and life insurance products. * Knowledge of the distribution ...

Americo Life, Inc.

Sales Executive

Kansas City, MO · On-site

Monitor IMO production to identify trends, opportunities, and alignment with sales goals and value ... Strong understanding of annuity and life insurance products. * Knowledge of the distribution ...

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Imo Annuity information

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$45

How much do imo annuity jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for imo annuity in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 per hour, depending on experience, location, and employer.

What is an IMO annuity?

An IMO annuity refers to an annuity product that is distributed through an Insurance Marketing Organization (IMO). IMOs are independent organizations that partner with insurance carriers to market and sell various insurance products, including annuities, to agents and consumers. Annuities provided through IMOs can offer a range of features, such as guaranteed income, tax-deferred growth, and different payout options, depending on the insurance carrier and the specific product. These annuities are typically sold by licensed agents who work with the IMO, providing clients with guidance on selecting the right product for their retirement or investment needs.

What are the key skills and qualifications needed to thrive as an IMO annuity sales professional, and why are they important?

To thrive as an IMO Annuity Sales Professional, you need a deep understanding of financial products, strong sales acumen, and the appropriate insurance licensing. Familiarity with customer relationship management (CRM) software, annuity illustration tools, and regulatory compliance platforms is typically required. Outstanding interpersonal skills, ethical integrity, and the ability to clearly explain complex financial concepts set top performers apart. These skills and qualities are crucial for building trust with clients, ensuring accurate product recommendations, and driving business growth in a competitive financial services environment.

What are some common challenges faced by professionals working in IMO annuity sales, and how can they be addressed?

Professionals in IMO (Independent Marketing Organization) annuity sales often face challenges such as navigating complex product offerings, staying compliant with changing regulations, and building trust with clients who may be wary of long-term financial commitments. To address these challenges, it is important to stay updated on industry changes through regular training, maintain transparent communication with clients, and leverage support from IMO-provided resources like product specialists and compliance teams. Strong networking and relationship-building skills are also essential for long-term success in this role.

What is the difference between Imo Annuity vs Insurance Agent?

AspectImo AnnuityInsurance Agent
CredentialsTypically requires licensing for annuities and financial advisingRequires insurance licensing for various policies
Work EnvironmentFinancial institutions, insurance companies, or independent advisingInsurance agencies, brokerages, or direct client sales
Industry UsageFinancial services, retirement planningInsurance sales, risk management

Imo Annuity professionals focus on selling and advising on retirement income products, requiring financial licenses. Insurance Agents sell various insurance policies, including life and health, often needing different licenses. Both roles involve client consultations but differ in product specialization and industry focus.

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What states have the most Imo Annuity jobs?

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What job categories do people searching Imo Annuity jobs look for?

The top searched job categories for Imo Annuity jobs are:

Imo Annuity jobs near you
Infographic showing various Imo Annuity job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

Tax Accountant

American Life Financial Partners, LLC.

Manhattan, NY • On-site

$75K - $110K/yr

Full-time

Posted 20 days ago

Job description

Tax Accountant

Company: American Life Financial Partners, LLC / American Life (American Life & Security Corp.)
Location: Lincoln, NE

About Us

American Life is a cutting-edge, tech-forward life and annuity insurance carrier. As a subsidiary of American Life Financial Partners, LLC—alongside sister companies Seneca Re and 1505 Capital—we combine industry best practices with state-of-the-art, entirely cloud-based digital platforms to deliver market-leading retirement solutions. Backed by explosive growth, a solid AM Best B++ financial strength rating, and a commitment to challenging the status quo, we are modernizing insurance operations.

Our core operating entity, American Life & Security Corp. (ALSC), is a fast-growing annuity carrier with Assets under Management (AUM) approaching $8 billion and annual sales approaching $1.5 billion driven by our competitive Multi-Year Guarantee Annuity (MYGA) and Fixed Index Annuity (FIA) portfolios.

At American Life Financial Partners, LLC, our accounting, and finance infrastructure operates across both Statutory and GAAP reporting frameworks. We are expanding this financial core and seeking a visionary, system-savvy Tax Accountant to spearhead all aspects of state premium tax, annuitant, distribution tax reporting and help the technological transformation to OneSource™ tax software.

Our Cultural & Core Values

Our finance team thrives on a high-performance, high-trust culture. We expect our leaders to live these values daily:

  • Accountability: Earn confidence and trust by demonstrating ownership, commitment, and follow-through in achieving results. Asking for help is being accountable and a sign of strength (not weakness).
  • Achieve Results: Understand the key priorities of the CFO for the year, quarter, month, and week. Be a “productive unicorn” not a “busy mule.” We are productive, not busy.
  • Act with Integrity: This industry is built on trust and integrity. If you pause to ask, “is this ok to be doing...?” it is not ok. Transparency builds trust; do what is right.
  • Agility: Manage priorities effectively and adapt quickly to achieve goals.
  • Business Acumen: Build a deep understanding of the business to guide decisions and actions that support strategy.
  • Communication: Inform and influence others clearly, timely, and appropriately.
  • Courage: Do not be afraid to speak up when it matters, ask tough questions, make decisions, and/or admit when help is needed and when you are wrong.
  • Development: Exhibit curiosity and pursue learning opportunities.
  • Focus on the Customer: Our CFO motto is “Trusted business partners.” Be sure you understand the customers’ needs/problem before trying to help.
  • Inclusion: Drive collaborative solutions and results by seeking and valuing diverse backgrounds, experiences, and perspectives from our customers.
  • Resilience: Adapt and thrive in complex, uncertain, and changing situations.
  • Self–Awareness: Demonstrate the ability to identify, assess, and manage the interpersonal dynamics of yourself and others in a variety of situations. Share positive and negative feedback on the behavior (not the person).
  • Value People: PEOPLE are our only sustainable competitive advantage.
  • Work Collaboratively: We are a fast-growing company. Whether you are in Lincoln, Nebraska, NYC, or remote, we are stronger as an informed team. Transparency builds trust.

Position Overview

The Tax Accountant will provide core operational support to the Senior Tax Accounting and Planning Lead. This role focuses on day-to-day corporate tax compliance, monthly data preparation, and backup withholding execution. You will act as a key execution engine during critical system migrations, regulatory filings, and business inquiry resolutions. This position blends foundational insurance tax accounting with modern enterprise cloud data environments.

Reporting Structure

  • Reports to: Head of Accounting Systems & Financial Reporting

Key Deliverables & Responsibilities

Spring Information Reporting (Form 5498)

  • Form 5498 Lifecycle: Own the end-to-end data validation and generation process for IRS Form 5498 (IRA Contribution Information) for Qualified Annuities.
  • Fair Market Value Auditing: Verify prior-year December 31 Fair Market Value (FMV) ledger balances against administrative systems for accurate reporting.
  • Contribution & RMD Validation: Audit and reconcile rollover, regular contribution, and Required Minimum Distribution (RMD) flags before the annual May 31 filing deadline.
  • Corrected Filings: Process corrected Form 5498 filings stemming from late prior-year agent transactions or administrative adjustments.

IMO & Contractor Withholding Operations

  • IMO 1099 Compliance: Manage the end-to-end withholding and information reporting lifecycle for Independent Marketing Organizations (IMOs) and independent agents.
  • Backup Withholding: Execute and track backup withholdings for 1099 contractors who fail to provide valid Taxpayer Identification Numbers (TINs).
  • 1099 Forms Production: Oversee data consolidation and validation for the annual generation of Form 1099-NEC and Form 1099-MISC.
  • Vendor Reconciliations: Perform monthly audit checks matching commission ledger payouts against tax withholding accounts.

Ad Hoc Field Inquiry Support

  • Field Problem Solving: Serve as the primary internal resource to answer ad hoc tax questions from agents, IMOs, and customer service teams.
  • Annuity Death Benefits: Provide clear guidance on the taxation of annuity death benefits, including lump-sum payouts vs. systematic distributions.
  • Surrender Tax Questions: Research and address technical queries regarding the taxable gain embedded in full or partial policy surrenders.
  • Agent 1099 Inquiries: Resolve commission tax disputes, address corrected 1099 requests, and interpret IRS guidelines for the distribution field force.

Withholding & Operations (Annuitant Distributions)

  • Weekly EFT Processing: Manage and execute weekly Electronic Funds Transfers (EFT) for federal and state tax withholdings.
  • Form 945 Compliance: Prepare annual Form 945 (Annual Return of Withheld Federal Income Tax) for non-payroll distributions.
  • Form 945A Maintenance: Maintain daily liabilities on Form 945A to match semi-weekly or next-day deposit schedules.
  • Surrender Tracking: Track federal income tax withheld from annuitant surrenders, lump-sum distributions, and periodic payments.
  • Reconcile Holdings: Perform weekly reconciliations between distribution administration platforms and ledger cash accounts.

Tax Filing & Compliance Support

  • Assist Compliance Cycle: Support the end-to-end execution of Federal, State, and Premium tax filings.
  • Strengthen Controls: Maintain detailed documentation for internal tax workflows to support robust internal controls.
  • Data Gathering: Extract and organize accounting data required by corporate Legal, external advisors (Crowe LLP), and affiliate teams.

Accounting for Income Taxes

  • DTA Administration: Maintain sub-ledgers and schedules for Deferred Tax Assets (DTAs) to support strategic valuation allowance evaluations.
  • Consolidated Provisions: Assist in calculating the consolidated MWH Federal tax provision under the updated WWH tax-sharing agreement.
  • Affiliate Tracking: Apply the dynamic tax-sharing protocol to calculate and track provisions across affiliates, including Vermont (VT) Captives and ALSC.
  • Dual-Basis Support: Prepare workpapers that align with both required reporting standard bases.

Technology & Data Infrastructure

  • Excel Migration: Assist in moving legacy tax provision workflows out of offline Excel models.
  • Cloud Integration: Learn and utilize Oracle Ledger and Databricks to extract data and automate routine tax calculations.
  • Data Hygiene: Validate data integrity between source financial systems and tax software tools.

Month-End Close & Operations

  • Monthly Cadence: Execute tasks within a rigid monthly tax close cadence via Oracle, moving away from quarterly cycles.
  • Monthly Accruals: Prepare monthly tax accruals and journal entries accurately and within tight close timelines.
  • Account Reconciliations: Perform monthly reconciliations for all tax balance sheet accounts.

Required Skills & Qualifications

  • Education: Bachelor’s degree in accounting, finance, or a related field.
  • Experience: 1–3 years of corporate tax, public accounting, or insurance/annuity tax operations experience.
  • Tax Knowledge: Foundational knowledge of IRS Form 5498, Form 1099 rules, backup withholding, Form 945 deposit rules, and corporate income tax (ASC 740 / SSAP 101).
  • Systems: Intermediate to advanced Excel skills; familiarity with Oracle Ledger, Databricks, IRS EFTPS, or information reporting filing platforms is preferred.
  • Communication: Strong verbal and written communication skills to handle technical tax questions from non-accounting professionals.
  • Attributes: High attention to detail, strong problem-solving skills, and an eagerness to learn cloud-based financial data tools.


Work Authorization/Security Clearance 

Must be eligible to work in the United States. 

Work Environment 

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

AAP/EEO Statement 

American Life is an Equal Opportunity Employer.  

If you need assistance or an accommodation due to a disability, you may contact us at 402-817-5701. 

Other Duties 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.