The Tax Analyst prepares trust tax returns, evaluates and adjusts accounting data to meet tax requirements and deals with less complex correspondence with regulatory bodies. Working under general supervision, this job completes split interest trust returns (5227), trust returns (1041), information returns, withholding forms and other tax compliance forms for lead trusts and charitable gift annuities. This job provides clear and well-organized documentation including detailed calculations and analysis, and prepares and maintains procedural and technical documentation.
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.
- Assists in tax setup processes for new clients and new trusts, including entering prior trustee transactions.
- Assists with business requirements, testing plans and scripts for tax software changes and participates in testing to compare actual with expected results.
- Calculates and monitors estimated tax payments and foreign and state withholding and manages the electronic filing process.
- Reviews and adjusts bond purchases and sales, bond amortization and accretion, promissory notes, and real estate sales to adjust transactions for tax reporting.
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- Physical Requirements: Sedentary Work
Career Level
6IC
Required Qualifications
2 years of accounting experience
Preferred Qualifications
3+ years of accounting experience; specifically in tax
Prior experience in charitable trust
CPA certification is preferred
Experience working with One Source
Good communication skills
Proficient in Microsoft Office suite
#LI-AB1
Related SkillsAccountability, Adaptability, Analytical Skills, Collaboration, Communication, Compliance, Critical Thinking, Data Entry/Validation, TaxationAnticipated Posting End Date:
2025-05-16Base Pay Range: $64,900/yr - $91,500/yrActual 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. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. 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.
Benefits and Total Rewards
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. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: [email protected]
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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.
