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Senior Associate, Tax

Type:
Full Time
Location(s):
  • New York, NY 10152, United States
  • 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
Date Posted:
Salary:
Base Pay Range: $114,000/yr - $151,400/yr
Job Posting End Date:
2026-01-15-08:00
Job ID:
R251100041
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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, 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. 


Key Responsibilities and Duties

  • 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

  • Physical Requirements: Sedentary Work

Career Level
6IC

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

Company Overview

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.

Benefits and Total Rewards

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.

To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

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.

See our full Equal Employment Opportunity & Non-Discrimination statement below. You can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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.

Read more about your rights and view government notices here.

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