Transamerica

Lead Tax Analyst (Hybrid)

Transamerica$102K — $135K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in accounting or equivalent education/experience
  • Eight years of tax accounting experience
  • In-depth knowledge of assigned tax specialty
  • Analytical and critical thinking skills
  • Excellent communication skills
  • Ability to work in a fast-paced, deadline-driven environment
  • Advanced computer skills

Responsibilities

  • Extract financial data for analysis from various systems and prepare tax returns
  • Draft and review technical memos and outlines
  • Develop non-standard reports and statements
  • Lead projects and research complicated tax law
  • Perform special analysis and projects as requested
  • Provide leadership and direction to others
  • Evaluate processes for operational efficiencies

Benefits

  • Competitive Pay
  • Bonus for Eligible Employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Paid Time Off starting at 160 hours annually
  • Ten (10) paid holidays per year
  • Be Well Company holistic wellness program
  • Fifteen (15) days of paid parental leave
  • Adoption Assistance
  • Employee Assistance Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs
Full Job Description

Job Family

Tax

Job Description Summary

Perform tax accounting, tax reporting and analysis functions. Responsible for applying tax analysis, knowledge and judgment to activities
that are diverse and complex. May oversee activities within a specific tax function and/or specialty.

Job Description

Responsibilities:

  • Extract financial data from various tax, accounting, and information systems to perform appropriate analyses. Review and/or prepare tax returns, tax provisions, and financial and management reports (e.g., for tax authorities, shareholders, policyowners, regulatory authorities and management).

  • Draft and/or review technical memos and outlines.

  • Develop non-standard reports and statements.

  • Lead assigned projects including integration of new tax laws and accounting principles. Research complicated tax law and accounting principles. Monitor tax law to ensure data integrity.

  • Perform special analysis and projects as requested.

  • Offer leadership and direction to others.

  • Assist in the evaluation of processes for operational efficiencies and effective risk management.

  • Utilize a thorough understanding of the business to proactively develop tax analysis and reports.

  • Work effectively with other departments/divisions to ensure business issues are resolved for the success of the company.

  • Responsible for adherence to the company's framework of internal controls.

  • May manage staff to achieve performance standards. Develop and motivate staff to achieve effectiveness through mentoring, training, and sharing knowledge. Ensure staff demonstrate appropriate customer service attitudes.

Qualifications:

  • Bachelor’s degree in accounting or equivalent education/experience

  • Eight years of tax accounting experience

  • In-depth knowledge of assigned tax specialty

  • Analytical and critical thinking skills

  • Excellent communication skills

  • Ability to work in a fast-paced, deadline driven environment

  • Advanced computer skills


Preferred Qualifications:

  • Supervisory experience

Working Conditions:

  • Hybrid (Tuesday - Thursday in office)

  • Fast-paced, deadline-driven environment. 

  • Minimal to occasional travel may be required.

Location:

  • Cedar Rapids, IA

Compensation:

  • The Salary for this position generally ranges between $102,000 - $135,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

  • Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

#LI-BD1

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.

What We Offer 

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

 

Compensation Benefits 

  • Competitive Pay 

  • Bonus for Eligible Employees 

 

Benefits Package 

  • Pension Plan 

  • 401k Match

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Employee Discounts

  • Career Training & Development Opportunities

 

Health and Work/Life Balance Benefits 

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.

  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 

  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

  • Adoption Assistance

  • Employee Assistance Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus Programs

 

About Transamerica

The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. The company has major offices located in Baltimore, Maryland; Cedar Rapids, Iowa; Denver, Colorado; Norwood, Massachusetts; Exton, Pennsylvania; Harrison, New York; Johns Creek, Georgia; Plano, Texas; and St. Petersburg, Florida. Additional affiliated offices are located throughout the United States. In 1999, it became a subsidiary of Aegon, a European financial services company headquartered in The Hague, Netherlands. Transamerica funds the Transamerica Institute, a nonprofit foundation which comprises the Transamerica Center for Retirement Studies and the Transamerica Center for Health Studies.
Learn more about Transamerica
Industry
Founded
1904

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