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 information, collaborating on preparation of 1041s, 990s, and 5227s.
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.
Understand 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.

Senior Trust Tax Analyst

Key skills