TIAA · 1 day ago
Sr. Trust Tax Analyst
3965 Dallas Parkway Frisco, TX 75034
Full-time
Hybrid
Mid, Senior Level
$65K/yr - $91K/yr
3+ years expTIAA is a market-leading retirement company focused on delivering secure retirement solutions. The Trust Tax Analyst role partners with wealth management and external vendors to manage fiduciary tax forms and filings, ensuring accuracy and timely processing while providing specialized expertise to tax clients.
FinanceFinancial ServicesLife Insurance
Responsibilities
Deliver superior customer service and specialize subject matter expertise to tax clients
Serve as a subject matter expert to the wealth management business in the areas of income, estate, gift, and fiduciary tax
Communicate with senior leadership team to provide operational strategies and efficiency opportunities
Represent the business to various taxing agencies, including federal, state, and local
Serve as liaison between outside tax preparation vendor and TIAA by sharing of information, collaborating on preparation of 1041s, 990s, and 5227s; and assist with inputting of various tax-related information into software programs and TIAA systems
Participate in various projects to support TIAA and business initiatives, including strategic planning to evolve TIAA’s tax offering
Responsible for the analysis of GST trusts in partnership with the business
Support the preparation and implementation of tax filings of trusts and estates
Understands features and benefits of TIAA’s products and investment strategies
Remain current and educate others in business of fiduciary tax regulations at the federal, state, and local levels
Qualification
Required
3+ years of 1041 preparation experience
Preferred
5+ years of 1041 preparation
CPA or Enrolled Agent
OneSource
Trust tax payment
Experience responding to 1041 IRS and state notices
Benefits
Comprehensive Total Rewards package
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
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