Tax Administrator, WM Fiduciary Income Tax Services

OH: 90936

The Global Client Tax Services Group provides tax preparation and reporting services to affluent individuals and families, foundations, endowments, estates, and corporations. This position will focus on fiduciary trust accounting and trust tax return preparation for trust clients.

Major Duties

1. Manages an account load requiring preparation, review of transactions, review of trust documents and processing of Forms 1041, 5498, 1099-B, INT, R and MISC in compliance with applicable tax laws.
2. Prepares tax work papers used to complete all required federal and state tax returns including extensions, if applicable.
3. Calculates required federal and state quarterly estimated tax payments.
4. Reviews, prepares and consults on tax products, compliance issues, and planning and research projects.
5. Assists with client communication and addressing client inquires that deal with complex tax and accounting issues.

Knowledge and Skills

• Advanced written and oral communication skills
• Strong interpersonal skills to engage with clients, colleagues, third parties and tax authorities
• Familiarity with Thomson ONESOURCE is a plus
• Adaptable and analytical thinker
• Work both independently and as part of a team with professionals at all levels
• Intellectual curiosity, initiative, personal organization, motivation, and ownership of one's work
• Proficient with Microsoft Office, predominantly Excel

Experience

• 1-3 years of prior tax experience preferred, but not necessary
• Bachelor's degree required; degree in Accounting, Finance, or a related field preferred
• CPA or Master of Science in Taxation (MST) preferred, but not necessary

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

• Gender Equality Index Member, Bloomberg
• Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.