Sr Trust Tax Analyst
TIAA(1 month ago)
About this role
The Trust Tax Analyst partners with internal wealth management and external vendor partners to support implementation, administration, and processing of federal and state fiduciary tax forms and filings. The role builds relationships with business partners and taxing agencies and provides subject-matter expertise in fiduciary tax to inform operational strategy and business decisions. It contributes to evolving the firm’s tax offering and delivers customer service to tax clients.
Required Skills
- Fiduciary Tax
- Tax Returns
- Estate Tax
- Tax Preparation
- Tax Compliance
- Client Management
- Vendor Management
- Communication
- Project Management
- Regulatory Knowledge
+2 more
Qualifications
- University Degree
- CPA
- Enrolled Agent
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
View more jobs at TIAA →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at TIAA
Similar Jobs
Senior Trust Officer
MANUFACTURERS AND TRADERS TRUST COMPANY(2 months ago)
Director, Fiduciary Advisory Services
BMO US(5 days ago)
Director, Trust Administration
BMO US(1 month ago)
Tax Senior Manager High Net Worth
Plante Moran(2 months ago)
Senior Relationship/Trust Advisor, Wealth Management
Northern Trust(1 month ago)
VP, Fiduciary Tax Manager
LPL Financial(1 month ago)