Senior Tax Officer

Edward Jones•Tempe, AZ

62d•Hybrid

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of the Trust Tax Manager.

Requirements

5+ years' experience in trust, fiduciary or financial services experience including 3 years in preparation and review of trust income and estate tax returns required
Advanced knowledge of fiduciary principals, estate and income taxation
Able to use trust accounting system and work with multiple systems
Able to adapt to constantly changing tax laws and reporting requirements
Able to delegate and exercise oversight, and communicate with associates on complex tax matters in a clear non-technical manner
Outstanding time and organizational management skills required to manage work over extended period and meet critical deadlines
Highly skilled in written and oral communication on complex tax matters and high level of interpersonal skills

Nice To Haves

CPA or Masters of Taxation preferred
Experience or education in estate planning concepts
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday

Responsibilities

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
Communicating on complex tax matters with trust officers and portfolio managers and mentoring Tax Specialist to solve tax problems and identify tax savings opportunities
Communicating 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
Assisting the Trust Tax Team Leader in ensuring continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional questions
Providing training to administration area associates

Benefits

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Associates may be eligible for bonuses and profit sharing.
All associates are eligible for the firm's Employee Assistance Program.

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