CUNA Mutual Group

Tax Analyst (Hybrid)

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

Qualifications

  • Bachelor's degree in Accounting, Finance, or Business Administration
  • Master's in Taxation, JD in Taxation, CPA, or CFA designation
  • 9 years in a corporate tax department or public accounting firm
  • Expertise in complex tax research and strategy development
  • Strong decision-making ability with limited information
  • Excellent communication skills for translating technical tax data
  • Ability to effectively prioritize and resolve conflicts

Responsibilities

  • Conduct advanced tax research and data analysis for strategic tax planning
  • Ensure compliance with GAAP and Statutory accounting tax policies
  • Manage projects and process improvements within the Tax Department
  • Engage daily with external parties like IRS, auditors, and vendors
  • Oversee external consulting and outsourcing relationships
  • Identify and address potential control weaknesses
  • Lead integration efforts on specific tax processes

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Employee assistance program
  • Life and disability insurance
  • Parental leave and paid time off
  • 401(k) retirement plan
  • Tuition reimbursement opportunities
  • Flexible work environment promoting work-life balance
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

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