Director, Life Taxation jobs in United States
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TIAA · 1 month ago

Director, Life Taxation

positionCharlotte, NC, USA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date5+ years exp

TIAA is a market-leading retirement company focused on delivering financial security for its clients. The Director of Life Taxation will lead the organizational tax reporting, planning, and compliance functions, managing a team responsible for tax liabilities and ensuring adherence to tax regulations.

FinanceFinancial ServicesLife Insurance
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Comp. & Benefits

Responsibilities

Leads the implementation of the organization's tax strategy to optimize the amount of tax the company pays and ensure it complies with all relevant local and international tax laws and regulations
Ensures the completion of accurate tax returns to minimize the tax obligations of the organization
Oversees the analysis of the general ledger and related financial documents to ensure appropriate tax accounting is being performed
Oversees tax-specific transaction recording and maintenance for records such as tax journals, capital expenditure details required for tax calculations, tax depreciation schedules, etc
Reviews, monitors, and advises others of organization-related tax regulations at the federal, state and local levels
Communicates with and influences organizational stakeholders and team members regarding accounting policies, practices and procedures as needed
Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of organization’s tax strategy, and to foster the engagement, motivation, and development of team

Qualification

Corporate insurance tax experienceCPA LicenseMaster’s degree in TaxAsset management knowledgeTax compliancePeople leadership experienceCommunication skillsOrganizational skillsHigh attention to detailStrategic thinking

Required

5 + years corporate insurance tax experience

Preferred

7+ years corporate insurance tax experience
University degree in Accounting or Finance
Master's degree in Tax
CPA License
Asset management knowledge
Insurance and asset management knowledge
Strong communication and organizational skills
Previous experience as a people leader
High attention to detail
Excellent ability to communicate with leaders at all levels internally and externally
Broad thinker with an ability to develop and deliver views on tax filing positions and the impact of transactions to corporate income tax provisions

Benefits

Superior retirement program
Highly competitive health, wellness and work life offerings

Company

TIAA

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TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
dateFounded in 1918
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.tiaa.org

Funding

Current Stage
Late Stage

Leadership Team

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Roger Ferguson
Former President and CEO
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Thasunda Duckett
President & CEO
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Recent News

PR Newswire
TIAA to Deliver An Estimated $38 Million in Annual Savings to Account Owners participating in the Kansas 529 Program
2026-01-22
PR Newswire
Mobile App Investments Pay Off as Fidelity Leads for Third Consecutive Year in Retirement Plan Digital Experience
2026-01-22
PR Newswire
TIAA Launches Industry-first, Flexible, Premium Multi-year Guaranteed Annuity: TIAA MyChoice MYGA
2026-01-20
Company data provided by crunchbase