TIAA · 2 months ago
Senior Associate, Tax
Charlotte, NC, USA
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $130K/yr
4+ years expTIAA is a leading financial services organization dedicated to helping clients achieve financial well-being. They are seeking a Senior Associate, Tax who will assist the VP of Tax with compliance oversight and provide tax consulting advice while managing junior team members and ensuring accurate tax reporting.
FinanceFinancial ServicesLife Insurance
Responsibilities
Assist the VP of Tax and Head of Tax with federal, state/local, and international tax compliance oversight, providing tax consulting advice to business partners, working with deal teams to maximize tax efficiency of investment structures
Responsible for managing junior tax member, providing oversight and guidance on the above reporting functions
Will work closely with junior and senior members of the Finance/Accounting team
Assisting with correspondence with federal and state tax regulators
Assisting with tracking/mailing all federal and state/local tax filings
Responsible for reviewing quarterly tax provision calculations prepared by external vendors
Responsible for reviewing tax waterfall (carried interest) models and related tax distributions, in keeping with the applicable legal terms
Assisting with oversight and coordination of tax compliance services from third party tax service providers
Responsible for assisting in keeping investor relations informed of tax reporting timing for the firm’s investors as well as responding to investor tax inquiries
Assisting with the investment management company’s tax reporting obligations
Qualification
Required
Bachelor's degree in relevant field
4+ years of public/private investment taxation experience
Knowledge of private credit and traditional private equity fund taxation
Proficient in Microsoft Excel
Highly organized and detail-oriented individual who can get the big picture
Ability to collaborate with others across the firm as well as work independently
Ability to take on a new task and own the process from start to finish
Ability and drive to identify areas for improvement and provide practical solutions/recommendations for improvement
Preferred
CPA preferred
Mutual Fund/RIC compliance experience strongly preferred
Experience with Business Development Companies (BDC's) is a plus
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
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