International Tax Manager

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:

2024-10-08

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

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 su