Sr Trust Tax Analyst

Key Responsibilities and Duties 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 information, collaborating on preparation of 1041s, 990s, and 5227s, and assisting with inputting 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 the business of fiduciary tax regulations at the federal, state, and local levels. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Required 3+ years of 1041 preparation experience Preferred Experience 5+ years of 1041 preparation CPA or Enrolled Agent OneSource Trust tax payment Experience responding to 1041 IRS and state notices Related Skills Client Relationship Management Commercial Mindset Consultative Communication Ethical Conduct Executive Presence Investment Strategy Acumen Legal Acumen Portfolio Management Tax Technical Writing Trusts Posting End Date 2026-08-24 Base Pay Range Base Pay Range: $69,800/yr - $107,000/yr 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). 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. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. #J-18808-Ljbffr Retirement Resource Center, LLC.