Senior Trust Tax Analyst

TIAA

Trust Tax Analyst handling fiduciary tax forms for TIAA. Collaborating with partners to provide expertise and support in tax filings for trusts and estates.

Posted 6/5/2026full-timeFrisco • Texas • 🇺🇸 United StatesSenior💰 $65,300 - $91,400 per yearWebsite

About the role

Key responsibilities & impact

Deliver superior customer service and specialized subject matter expertise to tax clients.
Serve as a subject matter expert to the wealth management business.
Communicate with senior leadership 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 various projects to support TIAA and business initiatives.
Responsible for the analysis of GST trusts in partnership with the business.

Requirements

What you’ll need

3+ years of 1041 preparation experience
Preferred experience: 5+ years of 1041 preparation
CPA or Enrolled Agent
OneSource Trust tax payment
Experience responding to 1041 IRS and state notices

Benefits

Comp & perks

Superior retirement program
Highly competitive health, wellness, and work-life offerings

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

1041 preparationGST trust analysistax complianceoperational strategiesefficiency opportunities

Soft Skills

customer servicecommunicationliaisonsubject matter expertise

Certifications

CPAEnrolled Agent