Director, Life Taxation

Tax Management
The Tax Management job leads the organizational tax reporting, tax planning, and compliance function of the company. This job manages experienced professional level employees who are responsible for the calculation of tax liabilities, tax form preparation, and external filing/reporting. This job also leads junior employees' work in tax research, compliance, analysis, and tax communications with federal and state agencies.

Key Responsibilities and Duties

• Leads the implementation of 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.
• Ensures the completion of accurate tax returns to minimize the tax obligations of the organization.
• Oversees the analysis of the general ledger and related financial documents to ensure appropriate tax accounting is being performed.
• Oversees tax-specific transaction recording and maintenance for records such as tax journals, capital expenditure details required for tax calculations, tax depreciation schedules, etc.
• Reviews, monitors, and advises others of organization-related tax regulations at the federal, state and local levels.
• Communicates with and influences organizational stakeholders and team members regarding accounting policies, practices and procedures as needed.
• Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of organization’s tax strategy, and to foster the engagement, motivation, and development of team.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9PL

Required Qualifications:

• 5 + years corporate tax experience

Preferred Qualifications:

• 7+ years corporate tax experience
• University degree in Accounting or Finance
• Master’s degree in Tax
• CPA License
• Insurance and asset management knowledge
• Strong communication and organizational skills
• Previous experience as a people leader
• High attention to detail
• Excellent ability to communicate with leaders 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-VM1

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:

2025-09-02

Base Pay Range: $135,000/yr - $180,000/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.