Sr Tax Accountant

TIAA • Frisco, TX

9d

About The Position

Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed. Key Responsibilities and Duties Monitoring appropriate federal, state and local tax regulations and obligations. Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions. Working with business units to keep them informed about tax implications of their operation. Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs. 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. 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 future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Requirements

• 3+ years of corporate tax experience
• University degree in Accounting
• Proficient in Microsoft suite applications.
• Demonstrates strong analytical skills
• Strong communication and organizational skills

Nice To Haves

• 5+ years of corporate tax experience
• Master’s degree in Taxation
• Insurance industry and/or Big 4 Firm experience
• CPA license
• Experience with PeopleSoft and Checkpoint Research a plus

Responsibilities

• Monitoring appropriate federal, state and local tax regulations and obligations.
• Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.
• Working with business units to keep them informed about tax implications of their operation.
• Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs.
• Prepare and review accrual journal entries, post and reconcile to financials
• Aiding in research and analysis of legislative changes
• Implementing process improvements, system enhancements and increase efficiencies

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: Mid Level
• Number of Employees: 5,001-10,000 employees