Business Advisor, Bank Tax Operations at USAA
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Business Advisor, Bank Tax Operations

Job ID
Date posted

Purpose of Job

Advises partners by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth. Develops and implements solutions for relevant Company or Staff Agency or line(s) of business. Assists with the development of best in practice solutions to business challenges. Identifies opportunities to change, enhance, or streamline existing business projects and initiatives. Identifies regulatory and/or operational gaps within the experience to mitigate key risks with financial, reputational or member harm.

USAA values a culture that is highly collaborative, and we have found that a hybrid work type helps employees gain the best of both worlds – collaborating in-person in the office and working from home. The actual onsite days are settled between each employee and the employee’s manager. Candidates are encouraged to live a commutable distance from one of our offices in San Antonio, TX, Plano, TX, Phoenix, AZ, Tampa, FL, Chesapeake, VA, Colorado Springs, CO or Charlotte, NC. This position also has the option to be remote.

Job Requirements

About USAA

USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level.

Primary Responsibilities:

  • Identifies and leads existing and emerging risks that stem from business activities and the job role.

  • Ensures risks associated with business activities are effectively identified, measured and controlled.

  • Follows written risk and compliance policies, standards, and procedures for business activities.

  • Finds opportunities and provides guidance on procedure and operational improvements to influence business optimization.

  • Collaborates with enterprise partners to facilitate the development of business rules, requirements and artifacts for business projects, processes and initiatives.

  • Defines acceptance criteria, requirements, provides artifacts and obtains approvals for business processes/initiatives and responsible for required documentation of business decisions.

  • Coordinates with appropriate partners and program/project sponsors to help ensure successful product and initiative implementation.

  • Coordinates training, communications such as job aids and related activities for new processes, procedures and/or product changes.

  • Conducts periodic testing against key controls and take actions to address issues

  • Assists with the execution of operational reporting.

  • Assists in the collection and documentation of business decisions in accordance with enterprise record retention standards.

Minimum Qualifications:

  • Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

  • Minimum 4 years' project management, process consulting, or business optimization planning experience within the tax reporting, tax preparation and/or withholding processes.

  • Proficient knowledge of industry technology applications such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserve, KDIM, Fidelity, Metric Stream or other industry related applications.

  • Proven experience in developing communications and delivering key information effectively to customers and all levels of management to influence decisions centered around business optimization.

  • Knowledge of risk management frameworks and regulatory requirements for applicable LOB.

  • Proficient knowledge of Microsoft Office tools.

Preferred Qualifications:

  • US military experience through military service or a military spouse/domestic partner (optional)

  • Comfortable working in an adaptive and changing business area, inclusive of both process and technology change

  • Ability to work flexible schedule and during peak times

  • Validated skills with strong attention to detail

  • Validated ability to multitask

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.


USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $65,090.00 - $117,080.00.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.


At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Relocation assistance is not available for this position.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.