Tax Analyst

Key Responsibilities and Duties Prepares tax reporting in a timely fashion and in accordance to tax code and laws and the organization's tax preparation policies and practices. Reviews data from trust accounting platform for errors and omissions. Assists in tax setup processes for new clients and new trusts, including entering prior trustee transactions. Gathers tax documentation to assist in the preparation of tax returns. Calculates and monitors estimated tax payments and foreign and state withholding. Works with assigned clients to assist to gather necessary information in order to complete their tax returns while coordinating with the outside tax preparation vendor. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred Physical Requirements Sedentary Work Career Level 6IC Required Skills Hands-on experience working on (1040) tax returns. Related Skills Accountability Adaptability Analytical Skills Collaboration Communication Compliance Critical Thinking Data Entry/Validation Taxation Anticipated Posting End Date 2026-07-10 Base Pay Range $70,000/yr - $94,600/yr 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. 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. 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 ( Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace. #J-18808-Ljbffr