Tax Management
TIAA’s Corporate Tax department is responsible for all tax matters of the TIAA group of companies and is seeking a Tax Manager. This position has primary responsibilities over accounting for income taxes and federal/state tax return review. The successful candidate will have a financial services background with broad experience in general income tax principles and corporate taxation. Insurance industry experience is a plus.
Key Responsibilities and Duties
- Monitor appropriate federal, state and local tax regulations and obligations.
- Manage and review tax calculations for fixed income investments.
- Review appropriate tax forms and instruments for filing with federal, state and local jurisdictions.
- Manage and review the tax impacts in support of the enterprise financial planning process.
- Work with business units to keep them informed about tax implications of their operation.
- Support the financial reporting team to ensure timely and accurate reporting deadlines.
- Collaborate with external tax advisors on financial reporting and compliance matters.
- Support federal audit activities, including responding to information document requests.
- Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
8IC
Required Qualifications:
- 5+ years of corporate tax experience including income tax provision experience
Preferred Qualifications:
- 7+ years of corporate tax experience including income tax provision experience
- Bachelor’s degree in Finance or Accounting
- Master’s degree in Tax
- Certified Public Accountant
- High attention to detail
- Excellent ability to communicate with members 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
#LI-KD2
Related Skills
Accounting Standards, Adaptability, Automation, Continuous Improvement Mindset, Data Analysis, Financial Acumen, Relationship Management, Strategic Thinking, Taxation, Tax Compliance, Tax Efficiency, Tax Research
Anticipated Posting End Date:
2025-04-28
Base Pay Range: $101,300/yr. - $150,000/yr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: [email protected]
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
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Top Skills
TIAA Charlotte, North Carolina, USA Office
8500 Andrew Carnegie Blvd, Charlotte, NC, United States, 28262
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