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TIAA · 11 hours ago

Sr Trust Tax Analyst

Dallas, TX, USA

Full-time

Hybrid

Mid, Senior Level

$65K/yr - $91K/yr

3+ years exp

TIAA is a market-leading retirement company that has been delivering secure retirement solutions for over 100 years. The Sr Trust Tax Analyst role involves partnering with internal and external stakeholders to manage fiduciary tax forms and filings while providing specialized customer service and operational strategies to improve efficiency.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

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

Fiduciary Tax ExpertiseTax Return PreparationCPAEnrolled AgentClient Relationship ManagementInvestment Strategy AcumenConsultative CommunicationEthical ConductExecutive PresenceLegal AcumenPortfolio ManagementTrustsTechnical Writing