Senior Associate, Tax

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.
• Responsible for managing junior tax member, providing oversight and guidance on the above reporting functions.
• Will work closely with junior and senior members of the Finance/Accounting team.
• Assisting with correspondence with federal and state tax regulators.
• Assisting with tracking/mailing all federal and state/local tax filings.
• Responsible for reviewing quarterly tax provision calculations prepared by external vendors.
• Responsible for reviewing tax waterfall (carried interest) models and related tax distributions, in keeping with the applicable legal terms.
• Assisting with oversight and coordination of tax compliance services from third‑party tax service providers.
• Responsible for assisting in keeping investor relations informed of tax reporting timing for the firm’s investors as well as responding to investor tax inquiries.
• Assisting 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

6IC

$110,000 - $130,000 / annually

Base Pay Range: $114,000/yr - $151,400/yr

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.