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
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
TaxTrustsPortfolio ManagementTechnical WritingInvestment Strategy AcumenLegal Acumen
Soft skills
Client Relationship ManagementCommercial MindsetConsultative CommunicationEthical ConductExecutive Presence
Certifications
CPAEnrolled Agent