Tax Reporting Analyst

The Customer Service Analyst job is responsible for handling questions, comments, and complaints regarding the company's products or services. While working independently with general supervision, this job reports to upper management and is the support for problem resolution. This job is also a licensed professional who possesses significant knowledge of the company's products and services to provide a positive customer experience and enhance relationships between consumers and the company. Anticipated Posting End Date: 2026-06-22 Base Pay Range: $24.66/hr - $35.00/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Key Responsibilities and Duties Answers inbound customer service calls and provides experienced-level issues analysis and resolution in response to higher complexity inquiries. Provides outstanding customer service to ensure targeted service levels are achieved and exceeded. Acts as liaison between customers, production and distribution departments related to specific customer inquiries. Completes records of all customer interactions, including inquiries, complaints, actions taken, etc. and ensures delivery to upper management. Handles situations which may require adaptation of response or extensive research according to customer response. Provides direction and guidance to less experienced team members. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred Physical Requirements Sedentary Work Career Level 6IC Required Skills 2 years of financial services industry Ability to analyze and attention to detail Preferred Skills Accounting and general ledger experience Experience in Tax reporting Related Skills Adaptability Automation Communication Continuous Improvement Mindset Critical Thinking Customer Engagement Digital Savviness Problem Solving TIAA Products/Services Acumen Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. #J-18808-Ljbffr