Senior Associate, Tax

TIAA Jobs

Multiple Locations
Base: $110,000 - $130,000 annually; incentive: pyr...
Not specified (hybrid likely based on company culture).
Federal state local international tax compliance
Quarterly tax provision calculation review
Tax waterfall model review
The Senior Associate, Tax position at TIAA involves overseeing tax compliance and consulting, managing junior staff, and collaborating with finance teams. The ideal candidate should have significant experience in investment taxation and strong analytical skills, with a preference for CPA certification and mutual fund compliance experience

Job Summary

  • The role involves assisting the VP 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 provisions prepared by vendors, and coordinate tax reporting obligations for investors.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 85

The Senior Associate, Tax position at TIAA involves overseeing tax compliance and consulting, managing junior staff, and collaborating with finance teams. The ideal candidate should have significant experience in investment taxation and strong analytical skills, with a preference for CPA certification and mutual fund compliance experience.

Salary

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

Skills & Requirements

Must-have

  • Federal state local international tax compliance
  • Quarterly tax provision calculation review
  • Tax waterfall model review
  • Third party tax service provider coordination
  • Microsoft Excel proficiency

Nice-to-have

  • Ability to identify areas for improvement
  • Strong collaboration across finance teams
  • Drive to own processes from start to finish
  • Detail-oriented with big picture perspective

Key Requirements

  • Bachelor's degree in relevant field
  • 4+ years public/private investment taxation experience
  • CPA preferred
  • Mutual Fund/RIC compliance experience strongly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter