Sr Trust Tax Analyst

TIAA • Charlotte, OH

2d

About The Position

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. This position will be primarily responsible for the gathering of tax documentation and the review of federal and state fiduciary income tax returns, including 1041, 990, 990PF, and 5227. In addition, this position will be responsible for the oversight of estate tax returns (706). 3-5 years experience in the preparation of these returns is needed.

Requirements

• 3+ Years Required; 5+ Years Preferred
• Physical Requirements: Sedentary Work
• 3-5 years experience in the preparation of these returns is needed.
• Client Relationship Management
• Commercial Mindset
• Consultative Communication
• Ethical Conduct
• Executive Presence
• Investment Strategy Acumen
• Legal Acumen
• Portfolio Management
• Tax
• Technical Writing
• Trusts

Nice To Haves

• CPA or Enrolled Agent

Responsibilities

• 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.

Benefits

• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees