Senior Associate, Tax

TIAA

Multiple Locations, US
Base: $110,000 - $130,000 annually; incentive: pyr...
Not specified
4+ years public/private investment taxation experience
Proficient in microsoft excel
Bachelor's degree in relevant field
TIAA is seeking a Senior Associate in Tax to support federal, state/local, and international tax compliance, manage junior tax staff, and provide tax consulting advice within the finance and accounting teams. The ideal candidate will have over four years of experience in investment taxation, with a strong preference for CPA certification and knowledge of mutual fund compliance

Job Summary

  • The role involves assisting the VP of Tax and Head of Tax with federal, state/local, and international tax compliance oversight while providing consulting advice to business partners.
  • Candidates will manage junior tax members, review quarterly tax provision calculations, and oversee tax waterfall models related to carried interest distributions.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits designed to support associate well-being.

Matching Summary

Match Score: 85

TIAA is seeking a Senior Associate in Tax to support federal, state/local, and international tax compliance, manage junior tax staff, and provide tax consulting advice within the finance and accounting teams. The ideal candidate will have over four years of experience in investment taxation, with a strong preference for CPA certification and knowledge of mutual fund compliance.

Salary

Base: $110,000 - $130,000 annually; Incentive: Participation in performance-linked discretionary incentive programs possible; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • 4+ years public/private investment taxation experience
  • Proficient in Microsoft Excel
  • Bachelor's degree in relevant field

Nice-to-have

  • CPA certification preferred
  • Mutual Fund/RIC compliance experience
  • Experience with Business Development Companies (BDCs)
  • Knowledge of private credit and traditional private equity fund taxation

Key Requirements

  • Bachelor's degree required
  • 4+ years investment taxation experience
  • CPA preferred
  • Sedentary work physical requirements

Work Rights

Not specified

Tailored Resume

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