Tax Analyst
TIAA · Dallas, TX · 2 wk ago
HybridAccounting$70k–$95k/yrFull-time
Key Responsibilities And Duties
- Prepares tax reporting in a timely fashion and in accordance to tax code and laws and the organization's tax preparation policies and practices.
- Reviews data from trust accounting platform for errors and omissions.
- Affords assistance in tax setup processes for new clients and new trusts, including entering prior trustee transactions.
- Gathers tax documentation to assist in the preparation of tax returns.
- Calculates and monitors estimated tax payments and foreign and state withholding.
- Works with assigned clients to assist to gather necessary information in order to complete their tax returns while coordinating with the outside tax preparation vendor.
Education Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
Physical Requirements
Sedentary Work
Career Level
6IC Required
Skills
- Hands-on experience working on (1040) tax returns.
- Related Skills: Accountability, Adaptability, Analytical Skills, Collaboration, Communication, Compliance, Critical Thinking, Data Entry/Validation, Taxation