This position is responsible for assisting with the preparation of audited financial statements and other regulatory filings for TIAA Trust, National Association. This position will also assist with day-to-day accounting for TIAA Trust, N.A. and TIAA Wealth Investment Management (WIM).
Key Responsibilities and Duties- Prepare GAAP financial statements and footnote disclosures
- File and manage quarterly Call Reports with the OCC
- Drive monthly, quarterly, and annual regulatory reporting - internal and external
- Complete month-end close activities and account reconciliations
- Respond to audit, compliance, and tax requests
- Collaborate with Trust Operations, Trust Administration, Vendor Management, and BFOs
- Identify inefficiencies and build automated, scalable solutions
- Undertake and manage special projects and other reporting needs as required
Educational Requirements- University (Degree) Preferred
Work Experience- 3+ Years Required; 5+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level7IC
Required- Demonstrated knowledge of GAAP accounting principles and financial reporting standards
- Hands-on experience in financial statements preparation, financial reporting, and regulatory reporting
Preferred- Comfortable working in a fast-paced, demanding environment
- Bachelor's or Master's degree in Accounting
- CPA certified or actively pursuing licensure
- Experience in public accounting
- Hands-on experience with enterprise systems including PeopleSoft, Workiva, and Essbase
- Advanced proficiency in Microsoft Excel - pivot tables and complex formulas
Related Skills
Accountability, Accounting Standards, Adaptability, Business Acumen, Business Process Improvement, Collaboration, Communication, Compliance, Financial Acumen, Generally Accepted Accounting Principles, Inspires Others, Relationship Management, Risk Analysis/Analytics, Stakeholder Engagement, Strategic Thinking
Anticipated Posting End Date:2026-07-28
Base Pay Range: $59,800/yr - $105,000/yr
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. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total RewardsThe 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.
