Senior Tax Trust Officer

Edward Jones • Tempe, AZ

91d

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

Requirements

• CPA required.
• 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 principles, 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

• Experience or education in estate planning concepts preferred.

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

• Medical and prescription drug coverage.
• Dental and vision insurance.
• Voluntary benefits (such as accident, hospital indemnity, and critical illness).
• Short- and long-term disability coverage.
• Basic life and basic AD&D coverage provided at no cost to associates.
• 401k retirement plan.
• Health savings account and flexible spending account.
• Ten paid holidays.
• 15 days of vacation for new associates beginning on January 1 of each year.
• Sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree