This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.
This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.
The anticipated term of this engagement will be 5 months. This term could be extended based on company business needs.
Tax Management
Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed.
Key Responsibilities and Duties
- Monitoring appropriate federal, state and local tax regulations and obligations.
- Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.
- Working with business units to keep them informed about tax implications of their operation.
- Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
8IC
- Deliver superior customer service and specialize subject matter expertise to individual tax clients.
- Work with Wealth Management partners to deliver sophisticated income tax planning advisory services for TIAA’s highest net worth and most influential clients.
- Serves as an expert resource for Wealth Management partners on client income tax planning strategies directed to high-net worth individuals.
- 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 individual, gift and partnership income tax returns; 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 calculation, preparation, and processing of all individual, gift and partnership income tax returns.
- Support and oversee the preparation and implementation of tax filings of trusts and estates.
- Prepare and implement debits on individual and trust accounts for tax payments, including tax filings, tax estimates and tax extensions. Prepare and file all related tax payments, including quarterly estimates, tax payments, and extension payments with the various taxing agencies
Start Date: 02-Dec-2024
End Date: 02-May-2025
Travel Required: No
Anticipated Posting End Date:
2024-11-26
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.
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Equal Opportunity
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Read more about the Equal Opportunity Law here.
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What We Do
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management.
But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.
Why Work With Us
TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.
