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Tax Officer - Trust

Company: EDWARD JONES
Location: Bolingbrook
Posted on: November 23, 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.As a Tax Officer within the Edward Jones Trust Company, you will partner with our outside tax vendor and assist with fiduciary income tax return preparation, review, and filing, under the direction of the Trust Tax Team Leader. You will communicate with our vendor daily, providing information to them needed for trust tax returns, researching and answering questions and working with them to resolve various reporting issues.

Your responsibilities will include:

  • Reviewing and understanding trust documents; assimilating the terms of the document with various outside facts to set up and maintain accounts for tax reporting purposes; Providing tax support to associates throughout the Trust Company and proactively work together on various tax planning opportunities for trust accounts.
  • Partnering with outside business partners, tax and legal professionals
  • Communicating with the IRS and state tax authorities and responding to various notices and inquiries received from these entities. What you need for the position:
    • Bachelor's degree or other accounting certificate required
    • 2+ years accounting or tax experience required
      What could set you apart:
      CPA preferred
      • Previous Trust Tax experience
      • Knowledge of fiduciary principals, gifting, estate, and income taxation
      • Able to use Trust accounting system and work with multiple systems
        • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
          • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
            Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
            For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
            Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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, Bolingbrook , Tax Officer - Trust, Other , Bolingbrook, Illinois

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