Tax Officer - Trust Services

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 tax preparers on a regular basis, providing information to them as needed for individual 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 and/or Enrolled Agent (EA) certification
• 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
• 5 years related experience

Please note: Candidates that live within 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.

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.

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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .