Why USAA?
Let's do something that really matters.
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!
The Opportunity
As a dedicated Senior Tax Analyst, you will work on federal and state income tax as part of the insurance team within the corporate tax department.
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: Charlotte, NC or San Antonio, TX.
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.
Researches and advises 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 participates as SME for projects related to tax.
May lead projects or certain aspects of tax audit responsibilities at the request of tax management.
Ensures 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.
6 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 to internal leadership.
Experience with compliance, regulatory, and risk management guidelines in corporate tax.
Please add GAAP and STAT requirements.
What sets you apart:
Income tax compliance and provision experience - federal and state
Insurance experience for both Property & Casualty and Life Insurance companies
Corptax experience
US military experience through military service or a military spouse/domestic partner
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.
What we offer:
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. The salary range for this position is: $89,990 - $172,000.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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, please 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.
If you are an existing USAA employee, please use the internal career site in OneSource to apply.
Please do not type your first and last name in all caps.
Find your purpose. Join our mission.
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
