at Northern Trust Company in Chicago, Illinois, United States
Job Description
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
TAX ADMINISTRATOR, WEALTH MANAGEMENT, TAX CHARITABLE SERVICES
OH: 102750
The Global Client Tax Services Group provides tax preparation and reporting services to affluent individuals and families, foundations, endowments, and corporations. This position within the Charitable Tax Team will focus on preparing IRS Forms 5227 and, when applicable, 1041 for split interest trusts. Prepare and file IRS Forms 990, 990-PF and, if applicable, 990-T for supporting organizations and non-private operating foundations. Prepare and file the 1099-NEC returns for vendors for our foundations. In addition, prepare and file Attorney General returns for the appropriate state(s) for which a foundation is registered.
Major Duties
- Research, audit, prepare and file all assigned federal and state tax returns by deadlines.
- Collaborate with colleagues and external parties regarding tax related matters.
- Calculate and prepare quarterly estimates for charitable trusts.
- Coordinate with tax attorneys and relationship managers regarding the setup of new charitable trusts for tax preparation.
- Research and resolve tax-exempt organization tax 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
- Proficient with Microsoft Office; experience with Excel 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 and motivation.
The successful candidate will benefit from having the following competencies:
- Bachelor's degree required; degree in Accounting, Finance, or a related field preferred
- 1-3 years of prior tax experience preferred
- Public accounting experience is a plus
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
