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 need 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 professionalsCommunicating with the IRS and state tax authorities and responding to various notices and inquiries received from these entities.