Sr Tax Officer, TRUST
Company: Edward Jones
Location: Dupo
Posted on: May 17, 2022
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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.
Salary: $66379 - $109459
Category: Headquarters
Keywords: Edward Jones, Springfield , Sr Tax Officer, TRUST, Accounting, Auditing , Dupo, Illinois
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