Tax Analyst

The Tax Analyst reviews and assists in the preparation of individual and trust tax returns. Working under general supervision, this role assists in completing individual tax returns (1040), trust tax returns (1041), informational returns, withholding forms and other tax compliance forms. The position provides clear and well‑organized documentation including detailed calculations and analysis, and prepares and maintains procedural and technical documentation.

• Prepares tax reporting in a timely fashion and in accordance with tax code, laws, and the organization’s tax preparation policies and practices.
• Reviews data from the trust accounting platform for errors and omissions.
• Assists in tax set‑up processes for new clients and new trusts, including entering prior trustee transactions.
• Gathers tax documentation to assist in the preparation of tax returns.
• Calculates and monitors estimated tax payments and foreign and state withholding.
• Works with assigned clients to gather necessary information to complete their tax returns while coordinating with the outside tax preparation vendor.

• University (Degree) Preferred

• 2+ Years Required; 3+ Years Preferred

• Sedentary Work

6IC

• Hands‑on experience working on 1040 tax returns.

• Accountability
• Adaptability
• Analytical Skills
• Collaboration
• Communication
• Compliance
• Critical Thinking
• Data Entry/Validation
• Taxation

Anticipated Posting End Date:

Base Pay Range: $70,000/yr - $94,600/yr

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. 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).

The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of its associates. 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.

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.

TIAA maintains a drug‑free and smoke‑free workplace.