Sr. Trust Tax Analyst

About the role

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.

Responsibilities

• 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.
• Support the preparation and implementation of tax filings of trusts and estates.
• Understand 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.

Requirements

• University (Degree) Preferred
• 3+ Years Work Experience Required; 5+ Years Preferred

Qualifications

• CPA or Enrolled Agent
• OneSource Trust tax payment experience
• Experience responding to 1041 IRS and state notices

Skills

• Client Relationship Management
• Commercial Mindset
• Consultative Communication
• Ethical Conduct
• Executive Presence
• Tax
• Technical Writing
• Trusts

Benefits

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).

Pay

$69,800/yr - $107,000/yr

Schedule

N/A