Sr Trust Tax Analyst

Trust Tax Analyst 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 builds strong relationships with internal partners external vendor partners and various taxing agencies to provide accurate and timely processing of 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. This job will provide superior customer service and specialized subject matter expertise to tax clients.

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 of information collaborating on preparation of 1041s 990s and 5227s; and assist with inputting of various tax-related information into software programs and TIAA systems.

• Participate in various projects to support TIAA and business initiatives including strategic planning to evolve TIAAs 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 TIAAs products and investment strategies.

• Remain current and educate others in 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

Career Level
7IC

This position will be primarily responsible for the gathering of tax documentation and the review of federal and state fiduciary income tax returns includingPF and 5227. In addition this position will be responsible for the oversight of estate tax returns (706). 3-5 years experience in the preparation of these returns is needed. CPA or Enrolled Agent.

Anticipated Posting End Date:

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 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).

Company Overview

Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

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. Thats 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.

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.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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