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TIAA Tax Accounting Manager in Charlotte, North Carolina

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at

Tax Management

Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed.

Key Responsibilities and Duties

  • Monitoring appropriate federal, state and local tax regulations and obligations.

  • Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.

  • Working with business units to keep them informed about tax implications of their operation.

  • Helping junior staff learn the appropriate regulations, filing procedures and internal communications needs.


  • 5 Years Required; 7 Years Preferred

  • University (Degree), Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


This position is open across the US and preferred locations are Chicago, IL or Charlotte, NC.

Required Qualifications:

  • 5 years experience in tax accounting to include exposure to mutual funds, general tax and accounting principles, or book tax provisions

Preferred Qualifications:

  • 7 years experience in mutual fund tax

  • Bachelor’s or Master’s degree in Finance, Accounting, or related field; Graduate degree in taxation a plus.

  • Experience managing large vendor relationships or in public accounting, experience managing large client relationships

  • Previous supervisory or people management experience

Key Responsibilities and Duties:

  • Assists the Sr. Manager and Managing Director of Mutual Fund Tax in managing the mutual fund tax department, providing leadership, coaching, and guidance to ensure that goals and objectives are met.

  • Applies specialized knowledge of mutual fund taxation to review tax returns and other reports and presents findings and recommendations to the Sr. Management.

  • Applies comprehensive knowledge and technical understanding of various tax and investment regulations, GAAP, FASB and control frameworks and statutory requirements.

  • Identifies and researches new tax regulations, standards, procedures and processes and makes recommendations to Sr. Management to implement and execute changes.

  • Participates in the review of federal, state and foreign tax returns including 1120-RICs and 8613s, maintaining the highest quality, reliability and accuracy.

  • Reviews outsourced compliance work, including tax provisions, compliance testing, excise calculations and year-end reporting information.

Minimum Pay: $76,200.00

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here ( .

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755


For residents of California, please click here ( to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here ( to access the EU / UK Pre-employment Notice.

For all other residents, click here ( to access the Applicant Privacy Notice.

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.