TIAA · 1 week ago
Sr Trust Tax Analyst
Dallas, TX
Full-time
Onsite
Mid, Senior Level
$65K/yr - $91K/yr
3+ years expTIAA is a market-leading retirement company focused on delivering secure retirement solutions for millions. The Sr Trust Tax Analyst role is responsible for facilitating the implementation and processing of fiduciary tax forms, providing superior customer service, and collaborating with internal and external partners to ensure accurate tax filings.
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 Required
3-5 years experience in the preparation of federal and state fiduciary income tax returns, including 1041, 990, 990PF, and 5227
CPA or Enrolled Agent
Client Relationship Management
Commercial Mindset
Consultative Communication
Ethical Conduct
Executive Presence
Investment Strategy Acumen
Legal Acumen
Portfolio Management
Tax
Technical Writing
Trusts
Preferred
University (Degree) Preferred
5+ Years Preferred
Benefits
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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2026-01-05
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