Senior Tax Officer

Job Overview

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus : client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Position Schedule : Full-Time

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' 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.

Hiring Minimum : $84100

Hiring Maximum : $143100

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at : FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .