Senior Associate, Tax

Job Description

• Assist the VP of Tax and Head of Tax with federal, state/local, and international tax compliance oversight, providing tax consulting advice to business partners, working with deal teams to maximize tax efficiency of investment structures. 
• Responsible for managing junior tax member, providing oversight and guidance on the above reporting functions. 
• Will work closely with junior and senior members of the Finance/Accounting team. 
• Assisting with correspondence with federal and state tax regulators. 
• Assisting with tracking/mailing all federal and state/local tax filings. 
• Responsible for reviewing quarterly tax provision calculations prepared by external vendors. 
• Responsible for reviewing tax waterfall (carried interest) models and related tax distributions, in keeping with the applicable legal terms. 
• Assisting with oversight and coordination of tax compliance services from third party tax service providers. 
• Responsible for assisting in keeping investor relations informed of tax reporting timing for the firm’s investors as well as responding to investor tax inquiries. 
• Assisting with the investment management company’s tax reporting obligations. 

Key Responsibilities and Duties

• Bachelor’s degree in relevant field. 
• 4+ years of public/private investment taxation experience. 
• CPA preferred. 
• Mutual Fund/RIC compliance experience strongly preferred. Experience with Business Development Companies (BDC’s) is a plus. 
• Knowledge of private credit and traditional private equity fund taxation. 
• Proficient in Microsoft Excel. 
• Highly organized and detail-oriented individual who can get the big picture. 
• Ability to collaborate with others across the firm as well as work independently. 
• Ability to take on a new task and own the process from start to finish. 
• Ability and drive to identify areas for improvement and provide practical solutions/recommendations for improvement. 

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Salary Range: $110,000 - $130,000 / annually

Related Skills

Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling

Anticipated Posting End Date:

2026-01-15

Base Pay Range: $114,000/yr - $151,400/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

Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. With over $52 billion of committed capital, we provide first lien, unitranche, second lien and mezzanine debt, in addition to equity co-investments, secondary solutions and private equity fund commitments. Churchill has a long history of disciplined investing across multiple economic cycles and our unique origination strategy and investment approach are driven by nearly 200 professionals in New York, Charlotte, Chicago, Dallas and Los Angeles. To learn more, visit www.churchillam.com.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with f