Trust Analyst
- Type:
- Full Time
- Location(s):
- St. Louis, MO 63102, United States
- 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
- Date Posted:
- Salary:
- Base Pay Range: $27.78/hr - $40.34/hr
- Job Posting End Date:
- 2025-10-24-07:00
- Job ID:
- R251000193
The Tax Accountant I is responsible financial reporting, review of finance data, results, analysis and research of tax treatment, knowledge of operations and transactions, gathering of data as well as reviewing tax filing to ensure essential tasks are completed before the next quarter commences. Under close supervision, this job is responsible for amassing and reviewing tax data that will guide upper level management and directors on making conclusions regarding the positions and filing of tax returns.
Key Responsibilities and Duties
- Assists with the preparation of appropriate tax forms and instruments for filing with federal, state and local jurisdictions.
- Helps with filing tax payments on a daily, weekly and monthly basis.
- Assists reviewing financial statements, expenses and previous tax returns to contribute recommendations for completing future returns.
- Applies knowledge of tax regulations to complete the complex accounting and reporting tasks.
- Shares knowledge and experience internally to the organization's business functions when requested for proposal of RFP (request for proposal) responses or other tax-related topics.
- Supports reviewing various tax issues that impact the company and drafts memos to document positions on said issues.
- Seeks advice from senior management regarding challenging tax circumstances and other problems that require a more complex understanding of tax.
- University (Degree) Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
Career Level
5IC
Looking for candidate with experience in preparing 1040 individual tax returns. Preferably 3-5 years experience. CPA or enrolled agent is preferred.
Company Overview
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why 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.
To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
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.
See our full Equal Employment Opportunity & Non-Discrimination statement below. You can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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.
Read more about your rights and view government notices here.