Senior Tax Trust Officer at Edward Jones

Team Overview:
Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations.

What You Will Do:
The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of the Trust Tax Manager.  Responsibilities 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;
• 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.

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.

•  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 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