CUNA Mutual Group

Manager - State Tax (Hybrid)

CUNA Mutual Group$102K — $153K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Accounting, Finance or Business Administration or equivalent experience.
  • Master's degree in Taxation, JD in Taxation or designation as CPA or CFA.
  • 9 years' experience in a corporate tax department or national public accounting firm, focusing on complex tax research and strategy development.
  • Strong decision-making skills based on knowledge and judgment with the ability to evaluate partial information.
  • Proven capability to engage and influence peers, senior leadership, and external entities.
  • Excellent written and verbal communication skills, with the ability to simplify technical tax concepts for broader understanding.
  • Strong prioritization skills and conflict management aptitude.

Responsibilities

  • Perform advanced tax research and data analysis to devise and implement tax planning strategies.
  • Ensure compliance with tax accounting policies through reviewing key GAAP and Statutory accounting elements.
  • Manage significant projects or process improvements within the Tax Department for timely and accurate execution.
  • Engage regularly with external stakeholders like the IRS, auditors, and regulatory bodies.
  • Oversee external consulting and outsourcing resources, including indirect management of tax staff.
  • Identify and address potential control weaknesses effectively.
  • Lead tax integration initiatives for specific processes or subjects.

Benefits

  • Flexible work environment with emphasis on work-life balance.
  • Comprehensive medical, dental, and vision plans.
  • Employee assistance program and life insurance options.
  • Disability plans and parental leave benefits.
  • Generous paid time off policy.
  • 401k retirement plan with potential employer match.
  • Tuition reimbursement for professional development.
Full Job Description

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.

Analyst Helps implement solutions by reviewing data, determining the requirements of a project or program, and communicating them clearly to stakeholders, facilitators and partners. They assist with the business case, organizing requirements, translating and simplifying requirements, and requirements analysis. Analysts may also use requirements to drive the design or review of test cases, process change requests, and manage a project's scope, acceptance, installation and deployment.

Job Responsibilities:

  • Primary
    • Perform complicated tax research and data analysis to identify and implement tax planning strategies.
    • Review significant tax elements of GAAP and Statutory accounting and ensure adherence to tax accounting policy.
    • Manage a significant process, project or process improvements within the Tax Department and ensure timely, accurate and complete performance.
    • Regularly participate in day-to-day interaction with external parties including but not limited to IRS, external auditors, regulatory bodies and vendors.
  • Other
    • Manage external resources including consulting and outsourcing engagements and will indirectly manage others within tax.
    • Identify potential control weaknesses and take action to remedy.
    • 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 or equivalent experience.
  • Master's degree in Taxation, JD in Taxation or designation as CPA or CFA.
  • 9 years' experience in a corporate tax department or national public accounting firm including experience with complex tax technical research and development of tax strategies.
  • 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.

#LI-LT

If you’re ready to help make a difference, apply today.A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$102,400.00 - $153,600.00

 

At TruStage, 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.

About CUNA Mutual Group

CUNA Mutual Group is an insurance and financial services company that provides a range of products and services to credit unions and their members. The company's offerings include life, disability, and long-term care insurance, as well as retirement planning and investment services. CUNA Mutual Group was founded in 1935 and is headquartered in Madison, Wisconsin. The company has more than 5,000 employees and serves more than 95% of credit unions in the United States.
Learn more about CUNA Mutual Group
Size
5,000 employees
Industry
Founded
1935

Similar Jobs

More Jobs at CUNA Mutual Group

More Finance & Insurance Jobs

Find similar Manager - State Tax (Hybrid) jobs: