Director, Life Taxation

TIAA • Frisco, TX

9d

About The Position

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.

Requirements

• 5 + years corporate insurance tax experience
• University degree in Accounting or Finance
• Previous experience as a people leader
• High attention to detail
• Excellent ability to communicate with leaders at all levels internally and externally

Nice To Haves

• 7+ years corporate insurance tax experience
• Master’s degree in Tax
• CPA License
• Asset management knowledge
• Insurance and asset management knowledge
• Strong communication and organizational skills
• Broad thinker with an ability to develop and deliver views on tax filing positions and the impact of transactions to corporate income tax provisions

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees