Senior Associate, Tax

Tax Compliance Specialist

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

Sedentary Work

Career Level

6IC

Salary Range

$110,000 - $130,000 / annually

Related Skills

Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market / Industry Dynamics, Stakeholder Engagement, Story Telling

Company Overview

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. To learn more, visit www.churchillam.com.

Our Culture of Impact

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 pathwaysbecause 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. Our full EEO & Non-Discrimination statement is on our careers home page, and 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.

Privacy Notices

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