Tax Analyst

TIAA

Tax Analyst reviewing and assisting in the preparation of individual and trust tax returns at TIAA. Collaborating with clients and vendors to ensure timely and accurate tax reporting.

Posted 7/6/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $94,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in preparing individual and trust tax returns, ensuring compliance with tax codes and laws while effectively managing tax documentation and reporting. Proficient in calculating estimated tax payments and monitoring withholding requirements.

Highest-signal resume keywords

1040 Tax Return PreparationTax ComplianceData Entry/ValidationAnalytical SkillsCollaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax ReportingEstimated Tax PaymentsForeign WithholdingState Withholding

Soft Skills

AccountabilityAdaptabilityCommunicationCritical Thinking

Tools & Technologies

Trust Accounting Platform

Industry Keywords

Tax CodeTax LawsTaxation

About the role

Key responsibilities & impact

Reviews and assists in the preparation of individual and trust tax returns
Prepares tax reporting in a timely fashion and in accordance to tax code and laws
Reviews data from the trust accounting platform for errors and omissions
Gathers tax documentation to assist in the preparation of tax returns
Calculates and monitors estimated tax payments and foreign and state withholding

Requirements

What you’ll need

2+ Years Required; 3+ Years Preferred
University (Degree) Preferred
Hands-on experience working on (1040) tax returns
Related Skills: Accountability, Adaptability, Analytical Skills, Collaboration, Communication, Compliance, Critical Thinking, Data Entry/Validation, Taxation

Benefits

Comp & perks

Health insurance
401(k) matching
Comprehensive Total Rewards package
Professional development opportunities
Flexible working hours