Location
Dallas, TX, United States
Posted
July 23, 2026
Job Description
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
**Wor...
**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
**Wor...