TIAA Tax Manager in Chicago, Illinois
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
KEY RESPONSIBILITIES AND DUTIES:
The Tax Management job manages the organizational tax reporting, tax planning, and compliance function of the company. This job supervises professional level employees who are responsible for the calculation of tax liabilities, tax form preparation, and external filing/reporting. This job also oversees junior employees' work in tax research, compliance, analysis, and tax communications with federal and state agencies.
Key Responsibilities and Duties
Implements 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.
Oversees the completion of accurate tax returns to minimize the tax obligations of the organization.
Analyzes the general ledger and related financial documents to ensure appropriate tax accounting is being performed.
Coordinates tax-specific transaction recording and maintenance for records such as tax journals, capital expenditure details required for tax calculations, tax depreciation schedules, etc.
Keeps up to date with and advises others of organization-related tax regulations at the federal, state and local levels.
Ensures accounting policies, practices and procedures are understood and followed by direct reports.
Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.
5 Years Required; 7 Years Preferred
University (Degree), Preferred
- Physical Requirements: Sedentary Work
This position is open across the US and preferred work locations include but not limited to the following: Charlotte, NC or Chicago, IL.
Responsible for coordinating preparation and review of corporation and partnership federal and state tax returns
Assists with U.S. international tax compliance through preparing calculations, workpapers, and forms.
Assists in maintaining key entity attributes such as stock basis and earnings and profits.
Maintains and updates federal and international tax models, and tax analysis of proposed restructurings and transactions.
Prepares and reviews tax provision calculations and related income tax footnotes for various blocker and corporate entities
Preparation and coordination of tax financial statement internal controls processes, including monitoring, assessing, measuring, and documenting uncertain tax positions in accordance with GAAP accounting principles
Support federal and state audit activities, including responding to information document requests
Research technical tax matters and prepare memoranda to document conclusions.
Management and review of vendor work product and tax staff to ensure timely and accurate completion of tax compliance and financial reporting deadlines
- 5 years corporate or partnership tax experience
7 years corporate or partnership tax experience
Certified Public Accountant
Bachelors degree in Finance or Accounting
Masters degree in Tax
Minimum Pay: $76,200.00
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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.
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Phone: (800) 842-2755
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.