Strategic State Tax Leader

US001 CMFG Life Insurance Company; Madison (WI); Hybrid; USD 102,000 - 154,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Employee assistance program

Life insurance

Disability plans

Parental leave

Paid time off

401k

Tuition reimbursement

Job summary

TruStage is seeking a Tax Analyst to conduct complex tax research, analyze data, and drive tax planning strategies within a hybrid work environment in the United States. The role requires strong collaboration with the Tax Department, external parties, and internal stakeholders to ensure accurate tax reporting.

Applicants should hold a bachelor’s in accounting/finance and a master’s in taxation or CPA/CFA designation, with substantial experience in corporate tax or public accounting.

Qualifications

• Undergraduate degree in Accounting, Finance or Business Administration or equivalent experience.
• Master's degree in Taxation, JD in Taxation or designation as CPA or CFA.
• 9 years' experience in a corporate tax department or national public accounting firm.

Responsibilities

• Perform complex tax research and data analysis to identify tax planning strategies.
• Review GAAP and statutory tax elements and ensure policy adherence.
• Lead tax integration efforts for specific processes or matters.
• Interact with IRS, external auditors, regulators and vendors.
• Manage external resources and identify control weaknesses.

Skills

Tax research

Data analysis

Stakeholder communication

Education

Bachelor's degree in Accounting or Finance or Business Administration

Master's degree in Taxation or CPA/CFA/JD in Taxation

Job description

TruStage is seeking a Tax Analyst to conduct complex tax research, analyze data, and drive tax planning strategies within a hybrid work environment in the United States. The role requires strong collaboration with the Tax Department, external parties, and internal stakeholders to ensure accurate tax reporting.

Applicants should hold a bachelor’s in accounting/finance and a master’s in taxation or CPA/CFA designation, with substantial experience in corporate tax or public accounting.