A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
Key Responsibilities and Duties Review of annual tax workpapers prepared by external Big 4 vendors Support the team with the collection and organization of financial and tax data used in tax reporting; including the logging of underlying tax reporting from portfolio companies Assist with the preparation and review of tax compliance reporting (Schedule K-1) for private funds Review of carried interest calculations Reviewing annual tax filings including Forms 1065, 1120, and 1120-RIC Reviewing annual state/local filings for multiple jurisdictions Perform reconciliations between accounting records and tax work papers to ensure accurate investor reporting Assist with internal and external requests related to investor tax reporting Ad hoc tax requests from Investor Relations and Operations teams
Requirements :
Preferred candidate will be a rising Senior (Class of 2028) or rising Junior (Class of 2029) expected to graduate with a Bachelor's Degree in Accounting Strong attention to detail; careful review of facts and figures, quick to identify errors, ensure consistency of information Superior Excel skills, with demonstrated ability to express complex ideas in a clear and concise manner Outstanding interpersonal and written communication skills, effective and strong active listening skills Proven track record of success collaborating in a fast-paced, results driven team environment Innovative and creative thinker; ability to make connections among previously unrelated notions, ability to project how potential ideas may play out
Educational Requirements High School Preferred Work Experience No Experience Required Physical Requirements Physical Requirements:
Sedentary Work Career Level 2IC Base Pay will be $30.00 per hour
Related Skills Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management Anticipated Posting End Date:
2026-09-23 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. With over $52 billion of committed capital, we provide first lien, unitranche, second lien and mezzanine debt, in addition to equity co-investments, secondary solutions and private equity fund commitments. Churchill has a long history of disciplined investing across multiple economic cycles and our unique origination strategy and investment approach are driven by nearly 200 professionals in New York, Charlotte, Chicago, Dallas and Los Angeles. To learn more, visit www.churchillam.com . Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards 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 . Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices here . Accessibility Support 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
Email:
accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here . For Applicants of TIAA Global Capabilities, click here . For Applicants of Nuveen residing in Europe and APAC, please click here .
