TIAA Jobs

This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.

This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.

The anticipated term of this engagement will be 5 months. This term could be extended based on company business needs.

Tax Management

Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed.

Key Responsibilities and Duties

• Monitoring appropriate federal, state and local tax regulations and obligations.

• Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.

• Working with business units to keep them informed about tax implications of their operation.

• Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

• Deliver superior customer service and specialize subject matter expertise to individual tax clients.

• Work with Wealth Management partners to deliver sophisticated income tax planning advisory services for TIAA’s highest net worth and most influential clients.

• Serves as an expert resource for Wealth Management partners on client income tax planning strategies directed to high-net worth individuals.

• Communicate with senior leadership team to provide operational strategies and efficiency opportunities.

• Represent the business to various taxing agencies, including federal, state and local.

• Serve as liaison between outside tax preparation vendor and TIAA by sharing of information, collaborating on preparation of individual, gift and partnership income tax returns; and assist with inputting of various tax-related information into software programs and TIAA systems.

• Participate in various projects to support TIAA and business initiatives, including strategic planning to evolve TIAA’s tax offering.

• Responsible for the calculation, preparation, and processing of all individual, gift and partnership income tax returns.

• Support and oversee the preparation and implementation of tax filings of trusts and estates.

• Prepare and implement debits on individual and trust accounts for tax payments, including tax filings, tax estimates and tax extensions. Prepare and file all related tax payments, including quarterly estimates, tax payments, and extension payments with the various taxing agencies

Start Date: 02-Dec-2024

End Date: 02-May-2025

Travel Required: No

Anticipated Posting End Date:

2024-11-26

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .

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

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

• For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)