Sr. Trust Tax Analyst

$99,200 - $155,000/Yr

TIAA - Frisco, TX

Full-time - Senior

Frisco, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Sr. Trust Tax Analyst role is focused on managing the tax reporting, planning, and compliance functions for the organization. This position supervises professional and junior employees in calculating tax liabilities, preparing tax forms, and ensuring compliance with federal and state regulations. The analyst will implement tax strategies to optimize tax obligations and provide expert advisory services to high-net-worth clients.

Responsibilities

• Implement the organization's tax strategy to optimize tax payments and ensure compliance with tax laws.
• Oversee the completion of accurate tax returns to minimize tax obligations.
• Analyze the general ledger and financial documents for appropriate tax accounting.
• Coordinate tax-specific transaction recording and maintenance for tax-related records.
• Stay updated on tax regulations and advise others within the organization.
• Ensure accounting policies and procedures are understood and followed by direct reports.
• Manage team performance through feedback and formal reviews to ensure exceptional service delivery.

Requirements

• University degree preferred.
• 5 years of relevant work experience required; 7 years preferred.
• Expertise in tax compliance and planning for high-net-worth individuals.

Nice-to-haves

• Experience with fiduciary and trust tax services.
• Strong relationship management skills.
• Knowledge of TIAA's products and investment strategies.

Benefits

• Competitive salary range of $99,200 to $155,000 per year.
• Participation in incentive programs linked to performance.