TIAA

Senior Trust Tax Analyst

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

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Salary

💰 $65,300 - $91,400 per year

Job Level

Senior

About the role

  • Deliver superior customer service and specialize subject matter expertise to tax clients.
  • Serve as a subject matter expert to the wealth management business in 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.
  • Serve as liaison between outside tax preparation vendor and TIAA.
  • Participate in projects to support TIAA and business initiatives.
  • Responsible for the analysis of GST trusts in partnership with the business.
  • Support the preparation and implementation of tax filings of trusts and estates.

Requirements

  • University (Degree) Preferred
  • 3+ Years Required; 5+ Years Preferred
  • CPA or Enrolled Agent
  • Client Relationship Management
  • Commercial Mindset
  • Consultative Communication
  • Ethical Conduct
  • Executive Presence
  • Investment Strategy Acumen
  • Legal Acumen
  • Portfolio Management
  • Tax
  • Technical Writing
  • Trusts
Benefits
  • superior retirement program
  • highly competitive health, wellness, and work life offerings
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
TaxTrustsPortfolio ManagementTechnical WritingInvestment Strategy AcumenLegal Acumen
Soft Skills
Client Relationship ManagementCommercial MindsetConsultative CommunicationEthical ConductExecutive Presence
Certifications
CPAEnrolled Agent