At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Purpose:
This position has responsibility for compliance with tax laws and/or implementing tax planning strategies. The incumbent will operate with a reasonable degree of autonomy in their discharge of duties performing, organizing, supervising and controlling tax processes and work product.
Job Responsibilities:
-
Analyze and interpret tax regulations to ensure the organization meets tax obligations and objectives.
-
Review significant tax elements of GAAP and Statutory accounting and ensure adherence to tax accounting policy.
-
Prepare and review simple and complex tax return elements.
-
Manage a significant process or project within the Tax Department and ensure timely, accurate and complete performance.
-
Manage significant process improvements.
-
Regularly participate in day-to-day interaction with external parties including but not limited to IRS, external auditors, regulatory bodies and vendors.
Position Specific:
-
May manage external resources including consulting and outsourcing engagements and will indirectly manage others within tax.
-
Identify potential control weaknesses and act to remedy them.
-
Lead tax integration efforts for specific subject process or matter.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
-
Undergraduate degree in Accounting, Finance or Business Administration
-
Master's degree in Taxation, JD in Taxation or designation as CPA or CFA
-
6 years' experience in a corporate tax department or national public accounting firm
-
Demonstrated ability to make good knowledge-based decisions and ability to evaluate situations in the absence of complete information
-
Proven ability to interact with, advise and influence peers, senior tax leadership and external parties
-
Demonstrated good written and verbal communication skills and ability to translate technical tax information into understandable and actionable information
-
Ability to prioritize workload and manage most conflicts to successful resolution
Preferred Qualifications:
-
Insurance industry tax experience preferred.
#LI-LT
#LI-Remote
If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$89,700.00 - $134,500.00
At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
Top Skills
What We Do
We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society.
In 2020, the CUNA Mutual Group Foundation donated $3.8 million dollars to support more than 80 community partners and organizations, including several credit union foundations.
.JPG)
_2.png)
