Lead Tax Analyst (Hybrid)
🇺🇸 United States
Management
Finance
HR
Analyst
Customer Support
$102,000 - $135,000
Lead Tax Analyst (Hybrid)
from 🇺🇸 United States
$102,000 - $135,000
Job Family
TaxAbout UsÂ
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At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Â
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Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment— onefocused on helpingpeople look forward and plan for the best life possible whileproviding tools and solutions that make it easier to get there.Â
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Who We AreÂ
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We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from allwalks of life. Â
Today,we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most ofwhat’s important to them.Â
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.Â
What We DoÂ
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Transamerica is organizedinto three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments,comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks oflong term care, universal life, and variable and fixed annuities. These are supported byTransamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.Â
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Transamericaemploysnearly 7,000 people.It’s part of Aegon, an integrated, diversified, international financial services group servingapproximately23.9 million customersworldwide.* For more information, visittransamerica.com. Â
Job Description Summary
Perform tax accounting, tax reporting and analysis functions. Responsible for applying tax analysis, knowledge and judgment to activitiesthat are diverse and complex. May oversee activities within a specific tax function and/or specialty.
Job Description
Responsibilities:
Extract financial data from various tax, accounting, and information systems to perform appropriate analyses. Review and/or prepare tax returns, tax provisions, and financial and management reports (e.g., for tax authorities, shareholders, policyowners, regulatory authorities and management).
Draft and/or review technical memos and outlines.
Develop non-standard reports and statements.
Lead assigned projects including integration of new tax laws and accounting principles. Research complicated tax law and accounting principles. Monitor tax law to ensure data integrity.
Perform special analysis and projects as requested.
Offer leadership and direction to others.
Assist in the evaluation of processes for operational efficiencies and effective risk management.
Utilize a thorough understanding of the business to proactively develop tax analysis and reports.
Work effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
Responsible for adherence to the company's framework of internal controls.
May manage staff to achieve performance standards. Develop and motivate staff to achieve effectiveness through mentoring, training, and sharing knowledge. Ensure staff demonstrate appropriate customer service attitudes.
Qualifications:
Bachelor’s degree in accounting or equivalent education/experience
Eight years of tax accounting experience
In-depth knowledge of assigned tax specialty
Analytical and critical thinking skills
Excellent communication skills
Ability to work in a fast-paced, deadline driven environment
Advanced computer skills
Preferred Qualifications:
Supervisory experience
Working Conditions:
Hybrid (Tuesday - Thursday in office)
Fast-paced, deadline-driven environment.Â
Minimal to occasional travel may be required.
Location:
Cedar Rapids, IA
Compensation:
The Salary for this position generally ranges between $102,000 - $135,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
#LI-BD1
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
Disclaimer:
Beware of fake job offers!
We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
We willnever request personal information such as ID or payment for equipment upfront.
Official offers are sent viaDocuSign following a verbal offer—not through text or email.
What We Offer Â
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For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.Â
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Compensation BenefitsÂ
Competitive PayÂ
Bonus for Eligible EmployeesÂ
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Benefits PackageÂ
Pension PlanÂ
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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Health and Work/Life Balance BenefitsÂ
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward DollarsÂ
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
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Inclusion & Diversity Â
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We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.Â
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To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.Â
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Giving Back Â
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We believe our responsibilities extend beyond our corporate walls. That's why we created theAegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.   Â
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Transamerica’s Parent Company Â
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Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose:Helping people live their best lives.As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.  Â
* As of December 31, 2023
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