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CUNA Mutual Group

Tax Analyst (Remote)

Reposted 5 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
79K-118K Annually
Mid level
Remote
Hiring Remotely in USA
79K-118K Annually
Mid level
The Tax Analyst manages tax compliance and planning, performs data analysis, prepares tax returns, and interacts with external stakeholders.
The summary above was generated by AI

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:
 

This position has responsibility for compliance with tax laws and/or implementing tax planning strategies. The incumbent will operate with a reasonable degree of autonomy in their discharge of duties performing, organizing, supervising and controlling tax processes and work product

Analyst Helps implement solutions by reviewing data, determining the requirements of a project or program, and communicating them clearly to stakeholders, facilitators and partners. They assist with the business case, organizing requirements, translating and simplifying requirements, and requirements analysis. Analysts may also use requirements to drive the design or review of test cases, process change requests, and manage a project's scope, acceptance, installation and deployment.

Job Responsibilities:

  • Primary
    • Performs tax research and data analysis to identify and implement tax planning ideas.
    • Performs tax elements of GAAP and Statutory accounting and ensures adherence to tax accounting policy.
    • Manages a process or project within the tax department and ensures timely, accurate and complete performance.
    • Prepares simple and complex tax return elements and reviews less complex tax returns.
    • Identifies process improvements and assists in implementing those changes.
    • Ensures process controls are followed.
  • Other
    • Participates in day-to-day interaction with external parties including but not limited to IRS, external auditors, regulatory bodies and vendors.
    • Participates in tax integration efforts for specific process or subject matter.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

  • Undergraduate degree in Accounting, Finance or Business Administration or equivalent experience.
  • Designation as CPA or CFA, Masters in Taxation or JD in Taxation is preferable.
  • 4 years' experience in a corporate tax department or national public accounting firm.
  • Demonstrated capability to make good operational decisions.
  • Proven ability to interact with, advise and influence peers as well as external parties.
  • Demonstrated good written and verbal communication skills.
  • Capability to prioritize workload, identify conflicts and clear barriers to complete work.

#LI-LT

#LI-Remote

If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

 

Base Salary Range:

$78,900.00 - $118,300.00

 

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

Top Skills

Gaap
Statutory Accounting

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