Discover your dream Career
For Recruiters

Tax Documentation Production Assistant

TIAA Redwood City, United States
Posted 1 day ago Permanent USD 24.12 - 29.66 per hour

Tax Documentation Production Assistant

TIAA Redwood City, United States
Tax Documentation Production Assistant

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.




Job Description



The CW-Production Assistant processes large volumes of paper tax documents from December through April. Work is performed in TIAA Kaspick's production room, with a focus on accuracy, attention to detail, and meeting strict mailing deadlines. The role requires comfort operating envelope inserting and postage machines and handling high volumes of paper documents.




Key Responsibilities and Duties





  • Prepares approximately 17,000 Form 1099s over a three-week period beginning in early to mid-January, with completion by the last day of January, by inserting each document into envelopes with a Privacy Notice and instruction sheet.

  • Reworks changed 1099s as required and holds all documents until authorized for mailing.

  • Operates the postage meter to process envelopes and performs quality control checks for proper sealing and postage amounts during the two-day period before January 31.

  • Processes over 10,500 Schedule K-1s over an eight-week period beginning in early February, with 85 percent completed by the last day of February, including detailed quality checks comparing data across federal and state K-1s.

  • Prepares K-1s for mailing by inserting them into envelopes with a Privacy Notice and instruction sheet, then runs envelopes through the postage meter and performs quality control checks.

  • Processes approximately 10,750 federal and state tax returns over a six-week period beginning in early March, including detailed quality checks of both e-filed and paper-filed returns through multiple data comparisons.

  • Verifies approximately 2,600 tax returns prepared for mailing to tax agencies and/or clients.

  • Packages tax returns for mailing.

  • Works collaboratively with team members to meet daily production goals and deadlines.

  • Maintains dependable attendance and consistent output throughout the peak processing periods.




Educational Requirements



  • High School Preferred




Work Experience



  • No Experience Required




Physical Requirements



  • Physical Requirements: Sedentary Work




Career Level

2IC



Start Date: 27-Dec-2026



End Date: 30-May-2027



Travel Required: No




Anticipated Posting End Date:

2026-11-09



Base Pay Range: $24.12/hr - $29.66/hr



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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.



Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.




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




Drug and Smoking Policy



TIAA maintains a drug-free and smoke/free workplace.




Privacy Notices



For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.



For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.



For Applicants of TIAA Global Capabilities, click here.



For Applicants of Nuveen residing in Europe and APAC, please click here.

Job ID  R261000327
More jobs From TIAA
TIAA
Investment Performance and Report Development
TIAA
Redwood City, United States
24 days ago Full time Competitive
TIAA
Sr. Director, Life Taxation
TIAA
Dallas, United States
2 months ago Full time Competitive
TIAA
Associate - Full Stack Developer
TIAA
Mumbai, India
1 day ago Full time Competitive
TIAA
Analyst, Stewardship
TIAA
New York, United States
1 day ago Full time Competitive
TIAA
Wealth Management Advisor - Champaign, IL
TIAA
Champaign, United States
1 day ago Full time Competitive
TIAA
2027 Early Talent Internship: Business Management and Project Analytics
TIAA
Charlotte, United States
1 day ago Full time USD 22.00 - 30.00 per hour
TIAA
Enterprise Relationship Management, Equities Group
TIAA
New York, United States
2 days ago Full time Competitive
TIAA
MMS Rollover Specialist
TIAA
Charlotte, United States
2 days ago Full time USD 26.01 - 35.62 per hour
TIAA
Personal Trust Sales Consultant
TIAA
Dallas, United States
2 days ago Full time Competitive
TIAA
Director, Solutions Architect - Legal, Risk & Compliance
TIAA
Charlotte, United States
2 days ago Full time Competitive

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.
More Jobs Like This
Visa
Sr. Director, Global Indirect Tax
Visa
Foster City, United States
Baker Tilly
Tax Senior Associate - NorCal Private Wealth
Baker Tilly
San Francisco, United States
Baker Tilly
Tax Senior Associate - NorCal Private Wealth
Baker Tilly
San Francisco, United States
TIAA
Investment Performance and Report Development
TIAA
Redwood City, United States