Lead Tax Analyst - Indirect Tax

Job Family
Tax
About Us
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.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
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 all walks of life.
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 of what’s important to them.
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.
What We Do
Transamerica is organized into 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 of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica 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.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Job Description Summary
Oversee indirect tax compliance and associated accounting. Responsible for overseeing staff as well as applying tax analysis, knowledge and judgment to activities that are diverse and complex.
Job Description
Responsibilities:
Extract financial data from various tax, accounting, and information systems to perform appropriate analyses.
Review indirect tax returns and associated tax accounting. Indirect tax responsibilities include, but are not limited to, state insurance premium tax, use tax, and franchise tax, as well as federal excise tax. Responsibilities may also include some research or analysis related to foreign value added tax (VAT), and any other non-income taxes.
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