Tax Analyst Senior

Tax Analyst Senior

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

As a dedicated Tax Analyst Senior, you'll be responsible for all aspects of USAA's corporate income tax liability to include preparation and maintenance of tax records, returns, and other related materials. This role possesses a proficient knowledge of tax laws and regulations for their tax specialty which may include but not limited to state and federal income tax. Including leveraging AI tools to streamline tax processes.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL.

Relocation assistance is not available for this position.

What you'll do:

• Researches, analyzes, interprets, and applies complex federal and state tax laws, regulations, and court or other regulatory agencies' rulings or decisions to meet compliance requirements.
• Proactively makes recommendations to management to mitigate tax impacts.
• Prepares and/or reviews highly complex Federal and state income, sales, premium and information tax returns, including the analysis of compiled data and GAAP and STAT accounting treatment, computing current and cumulative tax adjustments, and completing required forms and schedules.
• Leads high-risk tax audit issues in coordination with tax peers and cross functional teams.
• Calculates and/or reviews forecasted and actual financial statement current and deferred tax amounts in accordance with GAAP and STAT accounting rules and prepares tax footnote disclosures.
• Proactively communicates tax impacts on performance measures and variances and suggests potential options to mitigate negative effects.
• Prepares and/or reviews tax-related deliverables related to stress testing and risk management.
• Research and advise business leaders on potential impacts from new and changing tax laws and regulations and provide tax options to reduce tax burden.
• Advises on tax strategies within the department and/or the business and may participate as SME for projects related to tax.
• May lead projects or certain aspects of tax audit responsibilities at the request of tax management.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree in Accounting, Finance, or related field is required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 5 years of tax accounting, research or analysis experience and accountability for complex tasks and/or projects in corporate tax required.
• OR If Master's in Accounting or Finance, 4 years of tax accounting, research or analysis experience and accountability for complex tasks and/or projects in corporate tax required.
• 2 years' experience recommending alternative tax treatments to alleviate or reduce tax burdens in a corporate environment in accordance with applicable laws.
• Experience developing effective tax strategies for internal leadership.
• Experience with compliance, regulatory, and risk management guidelines in corporate tax.
• Experience with AI tools and prompt engineering.

What sets you apart:

• US military experience through military service or a military spouse/domestic partner.
• Experience with Visual Studio Code (VS Code), GitHub Copilot, OpenAI Codex, Anthropic Claude, and other similar AI platforms.
• Corptax experience.

Compensation range: The salary range for this position is: $93,770 - $179,240.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.