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
Retirement Resource Center, LLC.
Phoenix, Arizona, United States
1 week ago
