Professional Summary

Professional Overview

Anthony Grieco is an experienced Tax Manager with a strong background in the financial services industry. He specializes in providing strategic tax planning and compliance services to clients in the banking, capital markets, and insurance sectors.

Current Role

In his current role as Tax Manager at TIAA, Anthony is responsible for overseeing the firm's federal and state tax compliance processes, identifying tax planning opportunities, and collaborating with cross-functional teams to ensure accurate and timely tax filings. He plays a key role in optimizing the company's tax position and driving strategic initiatives that enhance the organization's financial performance.

Career Progression

Prior to joining TIAA, Anthony held various tax-related positions at reputable professional services firms and insurance companies. As an FSO Tax Senior at EY, he provided specialized tax advisory services to clients in the financial services industry, contributing to the firm's growth and client retention. Earlier in his career, he served as a Senior Federal Tax Specialist at Guardian Life and a Senior Tax Accountant at Assurant, where he honed his expertise in tax compliance, research, and analysis.

Academic Background

Anthony holds a Bachelor of Science degree in Accounting from the University of Pennsylvania. He is a Certified Public Accountant (CPA) and maintains memberships with the American Institute of CPAs (AICPA) and the New York State Society of CPAs (NYSSCPA).

Areas of Expertise

• Tax compliance and planning for financial services firms

• Federal, state, and local tax research and analysis

• Identifying tax optimization strategies and opportunities

• Collaborating with cross-functional teams to drive tax-related initiatives

• Strong technical and analytical skills in tax accounting and reporting

Professional Impact

Throughout his career, Anthony has been recognized for his ability to deliver innovative tax solutions that enhance the financial performance of his clients. He has successfully led several high-profile tax projects, including the implementation of a new state tax compliance system that resulted in a 20% reduction in administrative costs for a major insurance company.

Conclusion

With his comprehensive tax expertise, strong industry knowledge, and proven track record of driving strategic initiatives, Anthony Grieco is well-positioned to continue making a significant impact in the financial services industry as a Tax Manager at TIAA.