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 1 day 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- ...planning and wealth management services. The successful candidate will manage client relationships, providing guidance on portfolios, tax strategy, and business planning. Key responsibilities include developing financial plans, performing analyses, and collaborating with...SeniorTaxRemote jobFull time
- ...Senior Trust Associate At Wells Fargo, we are looking for talented... ...solutions, and highly tuned strategies to address clients' unique needs... ...specialty trusts, custody, tax, specialty assets,... ...administration. Specific compliance policies may apply regarding...SeniorTaxWork experience placementWork at office
$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$140.5k - $260.19k
NTT DATA, Inc. is seeking a Senior Director, Indirect Tax for a remote role based in the United States, preferably near Dallas... ...candidate will implement comprehensive tax strategies, manage audits, and ensure compliance with federal, state, and international tax laws...SeniorTaxRemote job- ...Role: The Accounting Services Senior Manager, also known as a... ...financial reporting, GAAP compliance, and business strategy. Responsibilities: Serve as... ...primary financial advisor and trusted client contact for... ...technologies. Collaborate with tax, audit, and advisory professionals...SeniorTax
- ...Senior Trust Officer Austin, TX, US, 73301 Plano, TX, US, 75023 Houston, TX, US, 77001 San Antonio, TX, US, 78209 Dallas, TX, US, 75001... ...including investment goals and objectives, as well as the legal, tax and specialized accounting aspects of accounts. Provides...SeniorTaxLocal area
$32.5 - $36 per hour
...highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations... ...will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes...SeniorTaxSeasonal workLocal area$78k - $103.94k
...Tax Senior Associate Are you interested in joining one of the fastest growing public accounting... ...industry-focused tax advisory and compliance services to middle market clients. As... ...you serve You can see yourself as a trusted business advisor, working face-to-face with...SeniorTaxLocal areaBaker Tilly
Frisco, TX2 days ago- Samsung Electronics America, Inc. is seeking a highly skilled Tax and Accounting Specialist in Plano, TX to handle federal, state,... ...reporting, and tax research. The role emphasizes accuracy, regulatory compliance, and efficient financial operations within a large corporate...SeniorTaxLocal area
- 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
- 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
- Toyota Financial Services is seeking a Senior Tax Analyst to support the corporate tax team in preparing the tax provision and federal, state... ...3+ years of experience with U.S. corporate taxation, tax compliance, and tax provision work. Proficiency with CorpTax, SAP GL, Hyperion...SeniorTaxLocal area
- Toyota Financial Services (TFS) in Plano, TX, seeks a Senior Tax Analyst to lead the ASC 740 provisioning process and prepare federal, state... ...with accounting, finance, and external advisors to drive compliance and process improvements across the Toyota group. Ideal candidates...SeniorTaxFull time
$117.7k - $218.6k
...Senior UX Designer Role Summary: We are seeking... ...experience, product strategy, and applied AI, translating... ...that drive user trust and product adoption.... ...to ensure WCAG 2.1 AA compliance, using AI checks alongside... ...tooling, legal research, tax and compliance, risk and...SeniorTaxWork at officeLocal areaFlexible hours2 days per week3 days per weekThomson Reuters
Frisco, TX20 hours ago- ...Senior Sales Executive Financial Clients We're seeking a... ...focused territory and account strategy for private asset managers... ...professional relationships, earn trust with senior stakeholders,... ...across legal, tax, accounting, compliance, government, and media. Our...SeniorTaxLocal areaFlexible hours
$32.5 - $36 per hour
...highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations... ...you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial...SeniorTaxSeasonal workLocal areaFlexible hoursAfternoon shiftIntuit
Frisco, TX4 days ago$20.23 - $49.1 per hour
...severance, reviewing accuracy of federal and state income related tax calculations, and reconciling payroll deposits, tax withholdings... ...and unemployment Client Service Establish strong and trusted client relationships by effectively consulting with clients on all...SeniorTaxWork at officeLocal areaRemote work- ...is a leading advisory, tax and assurance firm,... ...Group, LP JOB TITLE: Senior Tax Manager... ...Federal and State Tax compliance and advisory services... ...knowledge of tax law and strategies to identify additional... ...Associate, Corporate Tax Analyst, or in a related/similar...SeniorTaxWork at officeLocal areaWork from homeWorldwide
Baker Tilly
Frisco, TX2 days ago $139.2k - $293.5k
...life moments, you're trusted to deliver results and... ...DNA across our audit, tax, and consulting groups... ...Description: As a Senior Manager in our Tax Accounting... ..., tax planning, compliance, and research... ...implementing tax-efficient strategies across all operations...SeniorTaxWork at officeLocal areaRemote workWorldwideCrowe
Plano, TX2 days ago$72.7k - $144k
...to balance work with life moments, you're trusted to deliver results and make an impact. We... ...a core part of our DNA across our audit, tax, and consulting groups. That's why we... ...projects. The TaxSenior is responsible for the compliance function on clients includingpreparation...SeniorTaxWork at officeLocal areaRemote workWorldwideCrowe
Plano, TX4 days ago- ...Senior Wealth Advisor Senior Wealth Advisors are responsible for... ...integrated, multi-generational wealth strategies for high net worth clients to... ...and subject matter expert, trusted adviser and technical expert,... ...planning, estate planning, tax planning, and product implementation...SeniorTaxLocal area
- ...Senior Specialist Legal Editor, Practical Law Antitrust Role Summary: We are seeking an experienced antitrust... ...is part of Thomson Reuters, one of the world's most trusted providers of answers across law, tax, compliance, government and media. Practical Law editors are...SeniorTaxWork at officeFlexible hoursShift work2 days per week3 days per week
Thomson Reuters
Frisco, TX1 day ago $125.9k - $188.86k
...Position Overview: As a senior project manager at Henderson Engineers... ...support business development strategies within their sector or... ...enjoy some pretty awesome perks. Trust us, your friends will all have... ...ll help you take advantage of tax savings.) Paid Time Off and Sick...SeniorTaxCasual workFlexible hoursHenderson Engineers
Plano, TX11 days ago- AllerVie Health is seeking a Senior Associate, Finance & Strategy in Frisco, TX. This role involves leading budgeting, forecasting, and financial modeling, providing visibility to senior leadership from day one. Candidates should have 3-5 years of FP&A experience, strong...Senior
- Jobtailor in Frisco, TX is seeking a seasoned Sales Enablement Leader to define and drive the U.S. sales enablement strategy, partnering with the global team on enterprise transformation and closing performance gaps. You will lead capability programs around consultative...Senior
- Thomson Reuters is seeking a Senior Strategy and Operations Lead to partner with the Chief of Staff and senior marketing leaders. The role focuses on annual planning, performance management, and executive decision support, leveraging AI to accelerate analytics while maintaining...Senior
- AllerVie Health, based in Frisco, TX, is looking for a Senior Healthcare Associate in Finance & Strategy. This role involves owning financial planning, analysis, operational insights, and collaborating with leadership on strategic initiatives. We seek a candidate with 3...Senior
- ...Job Description Job Description Role: Senior Manager Technology Strategy & Operations Client Location: Minneapolis, MN - 3 DAYS ONSITE Hybrid... ..., and Learning & Development strategy Act as a trusted thought partner to leadership on technology strategy, operating...SeniorWork from homeFlexible hours
Vytwo
Prosper, TX10 days ago - UNAVAILABLE is seeking an experienced Senior Technical Recruiter to drive end-to-end hiring for our technical teams. You will partner with hiring managers, shape recruitment strategy, and scale the workforce with high-impact hires. In this role, you will own full-cycle...Senior
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
- senior international tax analyst Frisco, TX
- senior magento developer Frisco, TX
- sr marketing manager Frisco, TX
- sr technical product manager Frisco, TX
- senior manager pmo Frisco, TX
- senior accountant part time Frisco, TX
- senior application support engineer Frisco, TX
- senior analyst Frisco, TX
- senior tax Frisco, TX
- senior director digital marketing Frisco, TX