Sr. Director, Life Taxation

Tax Management The Tax Management job leads the organizational tax reporting, tax planning, and compliance function of the company. This job manages experienced professional level employees who are responsible for the calculation of tax liabilities, tax form preparation, and external filing/reporting. This job also leads junior employees' work in tax research, compliance, analysis, and tax communications with federal and state agencies.

Key Responsibilities and Duties

• Leads the implementation of the organization's tax strategy to optimize the amount of tax the company pays and ensure it complies with all relevant local and international tax laws and regulations.
• Ensures the completion of accurate tax returns to minimize the tax obligations of the organization.
• Oversees the analysis of the general ledger and related financial documents to ensure appropriate tax accounting is being performed.
• Oversees tax‑specific transaction recording and maintenance for records such as tax journals, capital expenditure details required for tax calculations, tax depreciation schedules, etc.
• Reviews, monitors, and advises others of organization‑related tax regulations at the federal, state and local levels.
• Communicates with and influences organizational stakeholders and team members regarding accounting policies, practices and procedures as needed.
• Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of organization’s tax strategy, and to foster the engagement, motivation, and development of team.

Educational Requirements

University (Degree) Preferred

Work Experience

5+ Years Required; 7+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

9PL Required

Qualifications

• 5 + years corporate insurance tax experience
• Preferred Qualifications: 7+ years corporate insurance tax experience
• University degree in Accounting or Finance
• Master’s degree in Tax
• CPA License
• Asset management knowledge
• Insurance and asset management knowledge
• Strong communication and organizational skills
• Previous experience as a people leader
• High attention to detail
• Excellent ability to communicate with leaders at all levels internally and externally
• Broad thinker with an ability to develop and deliver views on tax filing positions and the impact of transactions to corporate income tax provisions

Related Skills

• Accounting Standards
• Adaptability
• Automation
• Continuous Improvement Mindset
• Data Analysis
• Financial Acumen
• Relationship Management
• Strategic Thinking
• Taxation
• Tax Compliance
• Tax Efficiency
• Tax Research

Base Pay Range

Base Pay Range: $136,000/yr - $218,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Anticipated Posting End Date

2026-10-30

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market‑leading retirement company fueled by world‑class asset management. But weʼre not another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. 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 pathways—because 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: View phone number on click.appcast.io Email: View email address on click.appcast.io

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well‑being.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box