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Sr. Trust Tax Analyst

Company

TIAA

Location

Frisco, United States

Type

Full-time

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.
+ Communicat...

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