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Sr Tax Officer, TRUST

Company: Edward Jones
Location: Ozark
Posted on: May 16, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.The Trust Tax Officer position is responsible for partnering with outside tax vendor and assisting with fiduciary income tax return preparation, review and filing, under the direction of the Trust Tax Manager. This involves communicating with our outside tax vendor on a daily basis, providing information to them needed for trust tax returns, researching and answering questions from the tax vendor, working with them to resolve various reporting issues and reviewing and filing of completed trust tax returns. Position also requires ability to provide tax support to associates throughout the Trust Company and proactively work together on various tax planning opportunities for trust accounts.

Responsibilities include:
Reviewing and understanding trust documents, assimilating terms of the document with various outside facts to set up and maintain accounts for tax reporting purposes.
Communicating on complex tax matters with trust officers and portfolio managers to solve tax problems and identify tax efficient opportunities.
Communicating with outside business partners, tax and legal professionals.
Communicating with IRS and state tax authorities and responding to various notices and inquiries received from these entities.

  • Bachelor's degree or other accounting certificate required, CPA preferred.
  • At least 5 years accounting or tax experience required, fiduciary tax experience preferred.
  • Knowledge of fiduciary principals, gifting, estate and income taxation.
  • Ability to use trust accounting system, learn and work with multiple systems..
  • Ability to adapt to continually changing tax laws and reporting requirements.
  • Outstanding time and organizational management skills required to manage work over an extended period and meet critical reporting deadlines.
  • Highly skilled in written and oral communication on complex tax matters and high level of interpersonal skills.
    • 2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine Edward Jones was named No. 20 on the list.
      • From FORTUNE 2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.2021 Corporate Equality Index Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation s 19th annual scorecard on LGBTQ workplace equality.
        From The Human Rights Campaign. All Rights Reserved2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.J.D. Power, 2021 Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
        Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
        Salary: $66379 - $109459
        Category: Headquarters

Keywords: Edward Jones, Springfield , Sr Tax Officer, TRUST, Accounting, Auditing , Ozark, Missouri

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