Lead Tax Analyst

Job Family

Tax

Job Description Summary

Perform tax accounting, tax reporting, and analysis functions, applying tax knowledge, analysis, and judgment to diverse and complex activities. May oversee activities within a specific tax function and/or specialty and support the review and consolidation of domestic and/or international tax compliance, based on experience and area of expertise.

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:

• Fast-paced, deadline-driven environment. 
• Minimal to occasional travel may be required.

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.

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 will never request personal information such as ID or payment for equipment upfront.
• Official offers are sent via DocuSign following a verbal offer—not through text or email.

What We Offer  

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

Compensation Benefits 

• Competitive Pay 

• Bonus for Eligible Employees 

Benefits Package 

• Pension Plan 

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

Health and Work/Life Balance Benefits 

• 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 Dollars 

• 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

Inclusion & Diversity  

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. 

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. 

Giving Back  

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon 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.     

Transamerica’s Parent Company  

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.   

* As of December 31, 2023