Senior Associate, Tax

Job Summary

We are seeking an experienced Senior Tax Associate to work closely with the VP of Tax and Head of Tax in federal, state/local, and international tax compliance oversight.

• 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 a junior tax member, providing oversight and guidance on reporting functions.
• Work closely with junior and senior members of the Finance/Accounting team.
• Correspond with federal and state tax regulators.
• Track and mail 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 accordance with applicable legal terms.
• Oversee and coordinate tax compliance services from third‑party tax service providers.
• Keep 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 a relevant field.
• 4+ years of public or private investment taxation experience.
• CPA preferred.
• Experience with Mutual Fund/RIC compliance strongly preferred; BDC experience is a plus.
• Knowledge of private credit and traditional private equity fund taxation.
• Proficiency in Microsoft Excel.
• Highly organized and detail‑oriented with a big‑picture perspective.
• Ability to collaborate across the firm and work independently.
• Proactive drive to identify improvement areas and provide practical solutions.

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

Base salary: $110,000 – $130,000 per year (range may vary based on experience and location). Potential participation in incentive programs.

Comprehensive total rewards package including a superior retirement program, health and wellness benefits, and other competitive offerings.

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.

Phone:

Email: accessibility.support