Sr. Trust Tax Analyst

TIAA

Base: $65,300pyr - $91,400pyr; bonus/equity: incen...
1041 tax form preparation
Fiduciary tax regulations knowledge
Client relationship management
The Trust Tax Analyst role partners with internal wealth management business partners and external vendor partners to facilitate the implementation, administration, and processing of various IRS and state agency fiduciary tax forms and filings

Job Summary

  • The Trust Tax Analyst role partners with internal wealth management business partners and external vendor partners to facilitate the implementation, administration, and processing of various IRS and state agency fiduciary tax forms and filings.
  • The company offers a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work-life benefits designed to support associates' well-being.
  • TIAA is committed to a collaborative in-office culture that fosters innovation, meaningful learning experiences, and development pathways to help associates grow and deliver lasting impact.

Matching Summary

The Trust Tax Analyst role partners with internal wealth management business partners and external vendor partners to facilitate the implementation, administration, and processing of various IRS and state agency fiduciary tax forms and filings.

Salary

Base: $65,300/yr - $91,400/yr; Bonus/Equity: Incentive programs linked to performance may be available; Benefits: Comprehensive Total Rewards including retirement and health benefits

Skills & Requirements

Must-have

  • 1041 tax form preparation
  • fiduciary tax regulations knowledge
  • client relationship management
  • tax filing and processing
  • collaboration with tax vendors
  • trust and estate tax analysis

Nice-to-have

  • consultative communication skills
  • commercial mindset
  • executive presence
  • investment strategy acumen
  • ethical conduct
  • technical writing skills

Key Requirements

  • 3+ years 1041 preparation experience required
  • 5+ years 1041 preparation experience preferred
  • CPA or Enrolled Agent certification
  • experience with OneSource Trust tax payment
  • experience responding to 1041 IRS and state notices

Work Rights

Not specified

Tailored Resume

Cover Letter