Sr. Trust Tax Analyst

Nuveen, a TIAA company

Base: $65,300pyr - $91,400pyr; bonus/equity: not s...
Fiduciary tax forms and filings
Irs and state agency representation
Tax form and filing processing
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.
  • This job will identify and communicate operational strategies and efficiency opportunities to senior leadership which has a direct impact on business results.
  • We equip our associates with future-focused skills and AI tools that enable us to advance our mission.

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: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Fiduciary tax forms and filings
  • IRS and state agency representation
  • Tax form and filing processing
  • Operational strategies and efficiency

Nice-to-have

  • Superior customer service
  • Specialized subject matter expertise
  • Collaborative in-office environment
  • Future-focused skills and AI tools

Key Requirements

  • 3+ years of 1041 preparation experience
  • 5+ years of 1041 preparation preferred
  • CPA or Enrolled Agent preferred
  • Experience responding to 1041 IRS and state notices

Work Rights

Not specified

Tailored Resume

Cover Letter