Senior Associate, Tax

Overview

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, and working with deal teams to maximize tax efficiency of investment structures. Manage junior tax staff, providing oversight and guidance on the reporting functions. Work closely with junior and senior members of the Finance/Accounting team.

Assist with correspondence with federal and state tax regulators. Assist with tracking and mailing all federal and state/local tax filings. Review quarterly tax provision calculations prepared by external vendors. Review tax waterfall (carried interest) models and related tax distributions, in keeping with the applicable legal terms. Assist with oversight and coordination of tax compliance services from third party tax service providers.

Assist in keeping investor relations informed of tax reporting timing for the firm’s investors and respond to investor tax inquiries. Assist with the investment management company’s tax reporting obligations.

• 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:
  
  Sedentary Work

Career Level 6IC

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

Anticipated Posting End Date:

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).

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.

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At TIAA, we are 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. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. 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.

The organization is committed to making financial well-being possible for its clients, and is equally…