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 TIAA's 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 TIAA's 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
Required:- 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
#LI-VM1
Related Skills
Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts
Anticipated Posting End Date:2026-10-26
Base Pay Range: $69,800/yr - $107,000/yr
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 location. In 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).
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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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.
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