Tax Analyst Senior

About the role

USAA seeks a dedicated Tax Analyst Senior to join their team. Our mission is to empower our members to achieve financial security through competitive products, exceptional service, and trusted advice. We are proud to support active-duty military spouses and offer remote or hybrid flexibility for those who qualify.

Responsibilities

• 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.
• 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.
• Ledges 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.
• Prepares and/or reviews tax-related deliverables related to stress testing and risk management.
• Advise 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.

Requirements

• 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.
• 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.

Qualifications

• 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.

Skills

• Profound knowledge of tax laws and regulations for their tax specialty which may include but not limited to state and federal income tax.
• Leveraging AI tools to streamline tax processes.

Benefits

• 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.
• Variety of wellness programs.
• Career path planning and continuing education.

Pay

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

Schedule

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.

Benefits

• Best-in-class benefits to support physical, financial, and emotional wellness.
• 401(k).
• Pension.
• Life insurance.
• Parental benefits.
• Adoption assistance.
• Paid time off program with paid holidays plus 16 paid volunteer hours.
• Variety of wellness programs.
• Career path planning and continuing education.