Senior Trust Tax Strategy & Compliance Analyst
Retirement Resource Center, LLC.
TIAA in Frisco, Texas is seeking a tax professional to provide fiduciary, estate and trust tax expertise within the wealth management division. The role involves 1041, 990 and 5227 preparation, liaising with federal, state and local tax authorities, and advising leadership on tax strategies. Qualified candidates have 3+ years of 1041 preparation, CPA or Enrolled Agent preferred, and a university degree. Strong client relationship management, ethical conduct and regulatory knowledge are essential. #J-18808-Ljbffr Retirement Resource Center, LLC.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Tax Strategy & Compliance Analyst in Frisco, TX vacancy
$65.3k - $91.4k
TIAA is seeking a Trust Tax Analyst to partner with wealth management business and external vendors for fiduciary tax forms and filings. The role involves providing superior customer service, analyzing GST trusts, and serving as the liaison with various tax agencies. Ideal...SeniorTax- Nuveen seeks a Sr. Trust Tax Analyst to partner with wealth management and vendor teams to implement and file fiduciary tax forms. The role emphasizes tax expertise across income, estate, gift, and fiduciary tax, with interaction with federal, state, and local agencies....SeniorTaxLocal area
- ...leading advisory firm in Frisco, TX is seeking a Mid-Senior level tax consultant to provide compliance and consulting services to high-net-worth clients. The... ...experience and a strong background in personal and trust taxation. This role requires a CPA or equivalent qualification...SeniorTaxFull time
$65.3k - $91.4k
Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business partners and external... ...This job will identify and communicate operational strategies and efficiency opportunities to senior leadership which has a direct impact on business results...SeniorTaxWork experience placementLocal area- ...is a leading advisory, tax and assurance firm,... ...Responsibilities Provide compliance and consulting... ...partnership, S-corp, trust, estate, gift and state... ...current on applicable tax strategies, and demonstrate ethical... ...sponsorship, highly preferred. Seniority level Mid-Senior level...SeniorTaxFull time
$84k - $118.11k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...Tilly (BT) as a Consumer Regulatory Compliance S enior Consultan t ! Our Risk Advisory... ...our clients assess their risks, develop strategies to compete in an ever-changing business...SeniorTaxFull timeWork experience placementLocal areaWorldwide- Koch Industries seeks a Senior International Tax Analyst to join our growing tax team in a role that can be based in Atlanta, GA; Wichita, KS; or Dallas, TX. The position involves reviewing foreign income tax returns, managing subpart F/GILTI inclusions, tracking tax positions...SeniorTax
- A large global corporation is seeking an experienced International Tax Senior based in Plano, TX. This role involves ensuring compliance with international tax standards, reviewing foreign income tax returns, and managing multiple projects. Candidates should have at least...SeniorTax
- ...Reuters is seeking a Strategic Innovation Partner to advise the most strategic tax, audit, and accounting firm accounts. This senior, client-facing role operates at the intersection of AI strategy, technology transformation, and professional services. You will engage firm...SeniorTax
$137.9k - $256.1k
...strategic and technical Senior Product Manager to... ...market fit for CoCounsel Tax, Audit & Accounting across... ...execute the product strategy for CoCounsel Tax, Audit... ...integrations, security and compliance standards, and scalable... ...and providing trusted, unbiased information worldwide...SeniorTaxWork at officeWorldwideFlexible hours2 days per week3 days per week$158.1k - $293.5k
Strategic Innovation Partner - Tax, Audit & Accounting Professionals Senior Director | Strategic... ...the intersection of AI strategy, technology... ...operating model design. Build trusted, peer‑level relationships... ...view on how AI changes tax compliance, audit delivery, advisory...SeniorTaxWork at officeWorldwideFlexible hours2 days per week3 days per week- Aimbridge Corporate - Senior Manager Tax Audit Address 5301 Headquarters... ...annual goals, objectives, and strategies for the department. Oversee... ...liabilities while assuring compliance. PROPERTY INFORMATION: At... ...dedicated to being the most trusted hotel operator and employer...SeniorTaxWork experience placementLocal area
- Thomson Reuters is seeking a strategic Senior Product Manager to drive product market fit for CoCounsel Tax, Audit & Accounting. This role actively defines product strategy, ensures deep engagement with corporate customers, and focuses on delivering innovative solutions...SeniorTaxFlexible hours
$78k - $103.94k
...Federal Tax Senior Associate Are you interested in joining one of the fastest growing public... ...industry-focused tax advisory and compliance services to middle market clients. As one... ...you serve You can see yourself as a trusted business advisor, working face-to-face with...SeniorTaxLocal areaBaker Tilly
Frisco, TX1 day ago- Senior Software Engineer - AI (Materia AI) Are you excited about building... ...role is for the CoCounsel for Tax and Accounting team , formed... ...opinions on backend testing strategies and automation. What's in it... ...report the facts, and provide trusted, unbiased information to...SeniorTaxWork at officeFlexible hours2 days per week3 days per week
- ...achieve financial goals. You will tailor strategies, review financial data, and grow the book of business while ensuring regulatory compliance and high-quality service. The role emphasizes... ...team leadership, and collaboration with tax and legal professionals to optimize...SeniorTax
$10k
The Opportunity:The Senior Estate Planning Professional works directly... ...on education, evaluation, strategy development, and internal collaboration... ...of clients’ existing trust and estate structuresReview a... ...complex estate structures, and tax mitigation strategies.Demonstrates...SeniorTaxWork at officeWork from home- Crowe is seeking a Senior Associate for Lead Tax Services to work on large projects, performing tax research... ...the tax team. The role emphasizes compliance work on corporate, partnership and... ...offering growth, collaboration with trusted colleagues, and opportunities to...SeniorTax
$109k - $203k
...We're looking for a Senior Software Engineer to join the CoCounsel... ...our external integration strategy leveraging MCP and A2A. In... ...the facts, and provide trusted, unbiased information to people... ...across legal, tax, accounting, compliance, government, and media. Our...SeniorTaxWork at officeLocal areaFlexible hoursThomson Reuters
Frisco, TX1 day ago- ...Job Summary: You would be indirectly reporting to the Tax Advisors or Tax Analyst and would be responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for...SeniorTaxWork at office
Macpower Digital Assets Edge
Frisco, TX23 hours ago - ...The CORE Group is seeking a new Senior Tax Analyst to work at our Headquarters office in Frisco... ...Senior Tax Analyst, you will serve as a trusted advisor to leadership by helping to... ...Primary Responsibilities Prepare annual tax compliance for partnerships, S-corporations, and...SeniorTaxWork at officeLocal area
CORE Company Ltd.
Frisco, TX3 days ago $74.2k - $137.8k
Manager/Senior Manager, Finance As As Manager/Senior Manager... ...execute the overall business strategy. This leader will be... ...ability to be an effective and trusted advisor Communicate effectively... ...across legal, tax, accounting, compliance, government, and media. Our...SeniorTaxWork at officeLocal areaFlexible hours2 days per week3 days per week$139.2k - $293.5k
...Senior Manager, Tax Accounting ServicesYour journey at Crowe starts here:... ...with life moments, you're trusted to deliver results and make... ...consulting, tax planning, compliance, and researchDevelop high-level... ...implementing tax-efficient strategies across all operationsWork...SeniorTaxWork at officeLocal areaRemote workWorldwideCrowe
Plano, TX4 days ago- ...client-first philosophy built on trust, integrity, and long-term... ...develop customized financial strategies designed to help clients achieve... ..., estate and legacy planning, tax-efficient strategies, charitable... ...as a Wealth Advisor or Senior Wealth Advisor, you’ll inherit...SeniorTaxWorldwideRelocation package
$72.7k - $144k
...work with life moments, you’re trusted to deliver results and make an... ...of our DNA across our audit, tax, and consulting groups. That’s... ...industry. Job Description As the Senior Associate for Lead Tax... ...Associate is responsible for the compliance function on clients, including...SeniorTaxWork at officeLocal areaRemote workWorldwideCrowe
Plano, TX2 days ago$78k - $103.94k
## Audit Senior AssociateApplylocations: USA TX Friscotime type: Full timeposted on: Posted... ...**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with... ...clients you serve.* You can see yourself as a trusted business advisor, working face-to-face...SeniorTaxLocal areaWorldwide$86.66k - $164.3k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...advisory services to clients. Job Description Senior Consultant - Corporate Finance Advisory... ..., delivering insights that shape client strategy and enhance operations. Responsibilities...SeniorTaxWork at officeLocal area- ...Senior Tax Accountant Join our Finance team at Helen of Troy and... ...an immediate impact on our trusted brands: OXO, Hydro Flask, Osprey... ...in corporate tax compliance, audit management, and tax planning... ...ingenuity. At Helen of Troy, our strategy involves acquiring brands...SeniorTaxFull timeTemporary workWork at officeImmediate startRemote workWorldwideMonday to FridayFlexible hours
Helen of Troy
Plano, TX3 days ago - Baker Tilly US is seeking a Senior in the Tax Advocacy and Controversy Services Practice based in Frisco, TX. You will deliver industry-focused advisory services to diverse market clients, advising on IRS and state tax matters and advocating on clients' behalf. You will...SeniorTax
$49.5k - $118.99k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...security and unemployment Client Service Establish strong and trusted client relationships by effectively consulting with clients on...SeniorTaxWork at officeLocal areaRemote workWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Tax Strategy & Compliance Analyst. Be the first to apply!
Related searches
- tax technology analyst Frisco, TX
- tax analyst Frisco, TX
- senior international tax analyst Frisco, TX
- senior lead project manager Frisco, TX
- senior robotics software engineer Frisco, TX
- senior devops engineer remote Frisco, TX
- senior IT manager Frisco, TX
- sr project manager Frisco, TX
- senior network engineer remote Frisco, TX
- senior accountant controller Frisco, TX