Senior Trust Tax Strategy & Compliance Analyst
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-07-16
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Tax Law, Wealth Management, Financial Compliance, Accounting & Finance
Job Description & How to Apply Below
TIAA in Frisco, Texas is seeking a tax professional to provide fiduciary, estate and trust tax expertise within the wealth management division.
The role involves 1041, 990 and 5227 preparation, liaising with federal, state and local tax authorities, and advising leadership on tax strategies.
Qualified candidates have 3+ years of 1041 preparation, CPA or Enrolled Agent preferred, and a university degree. Strong client relationship management, ethical conduct and regulatory knowledge are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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