Job Information
TIAA International Tax Manager in Frisco, Texas
Tax Management
Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed.
Key Responsibilities and Duties
Monitor U.S. and global international tax regulations and reporting obligations and assess the potential impact to private equity funds and its investors
Manage the preparation, analysis, and calculation of Pillar 2 and Country-by-Country Reporting (CbCR) data, ensuring accurate and timely submission in compliance with OECD guidelines and local regulations. Collaborate with cross-functional teams to gather necessary financial information, analyze tax positions, and provide insights to support strategic decision-making and tax planning efforts.
Assist with cross border investment strategies, related to fund formation, holding, and exiting including structure design and due diligence to ensure tax efficiency of business transactions
Collaborate with business units and legal personnel as a subject matter expert on U.S. international tax
Prepare tax communications to investors and answer tax related questions from both U.S. and non-U.S. investors
Manage and review of U.S. international tax Forms 1042, 1118, 5471, 8865, 8858, 8621, 8804, 8805, etc. through collecting and verifying data, analyzing filing requirements and reporting, and review of related calculations prepared by third party tax advisors
Manage and review of U.S. international related calculations and foreign provisions to ensure timely and accurate completion of financial reporting deadlines • Maintain compliance tax reporting calendar for U.S. international and local jurisdictions
Research technical partnerships and international tax matters and prepare memorandums to document conclusions and positions taken
Review FIRPTA analysis particularly in timber and REIT funds
Manage transfer pricing studies to leverage blockers
Assess tax implications of check-the-box elections as it relates to local country treatment and ATAD hybridity
Ensure proper federal and state tax is withheld on the non-U.S. investors’ U.S. sourced income
Manage quarterly tax distribution calculation process and ensure it follows the guidelines in the LLC agreement
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 experience in a Tax Professional role with a focus in U.S. international fund / private equity taxation
Preferred Qualifications:
7 + years of experience in a Tax Professional role with a focus in U.S. international fund / private equity taxation and partnerships
University degree in Accounting
Masters degree in Accounting / Taxation
Public accounting experience
CPA certification
#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:
2024-09-30
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).
Company Overview
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.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
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) .
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: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
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.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)