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Senior Trust Tax Strategist

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: TIAA
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Accounting & Finance, Wealth Management
Salary/Wage Range or Industry Benchmark: 65300 - 91400 USD Yearly USD 65300.00 91400.00 YEAR
Job Description & How to Apply Below

TIAA is seeking a Trust Tax Analyst to partner with wealth management business and external vendors for fiduciary tax forms and filings. The role involves providing superior customer service, analyzing GST trusts, and serving as the liaison with various tax agencies.

Ideal candidates will have 3+ years' experience in tax preparation, a university degree preferred, and CPA or Enrolled Agent designation is a plus.

The position offers a base pay range of $65,300 to $91,400 per year and requires a strong understanding of fiduciary tax regulations.

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Position Requirements
10+ Years work experience
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