Tax Analyst Senior

USAA•Tampa, FL

13d•$93,770 - $179,240•Hybrid

About The Position

As a dedicated Tax Analyst Senior, you’ll be responsible for all aspects of USAA's corporate income tax liability to include preparation and maintenance of tax records, returns, and other related materials. This role possesses a proficient knowledge of tax laws and regulations for their tax specialty which may include but not limited to state and federal income tax. Including leveraging AI tools to streamline tax processes. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.

Requirements

Bachelor’s degree in Accounting, Finance, or related field is required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
5 years of tax accounting, research or analysis experience and accountability for complex tasks and/or projects in corporate tax required.
OR If Master's in Accounting or Finance, 4 years of tax accounting, research or analysis experience and accountability for complex tasks and/or projects in corporate tax required.
2 years' experience recommending alternative tax treatments to alleviate or reduce tax burdens in a corporate environment in accordance with applicable laws.
Experience developing effective tax strategies for internal leadership.
Experience with compliance, regulatory, and risk management guidelines in corporate tax.
Experience with AI tools and prompt engineering.

Nice To Haves

US military experience through military service or a military spouse/domestic partner.
Experience with Visual Studio Code (VS Code), GitHub Copilot, OpenAI Codex, Anthropic Claude, and other similar AI platforms.
Corptax experience.

Responsibilities

Researches, analyzes, interprets, and applies complex federal and state tax laws, regulations, and court or other regulatory agencies' rulings or decisions to meet compliance requirements.
Proactively makes recommendations to management to mitigate tax impacts.
Prepares and/or reviews highly complex Federal and state income, sales, premium and information tax returns, including the analysis of compiled data and GAAP and STAT accounting treatment, computing current and cumulative tax adjustments, and completing required forms and schedules.
Leads high-risk tax audit issues in coordination with tax peers and cross functional teams.
Calculates and/or reviews forecasted and actual financial statement current and deferred tax amounts in accordance with GAAP and STAT accounting rules and prepares tax footnote disclosures.
Proactively communicates tax impacts on performance measures and variances and suggests potential options to mitigate negative effects.
Prepares and/or reviews tax-related deliverables related to stress testing and risk management.
Research and advise business leaders on potential impacts from new and changing tax laws and regulations and provide tax options to reduce tax burden.
Advises on tax strategies within the department and/or the business and may participate as SME for projects related to tax.
May lead projects or certain aspects of tax audit responsibilities at the request of tax management.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.