Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Sr. Trust Tax Analyst

Expired Job

Charles Schwab Corporation Wilmington , DE 19801

Posted 4 months ago

Description:

Henderson - NV, NV2360CC, 2360 Corporate Circle, 89074

Brittany Steichen
20180411-2517

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Banking & Trust Services (BTS) is the business enterprise within Schwab overseeing Charles Schwab Bank and the Charles Schwab trust companies. The BTS organization offers deposit, loan and trust products to Schwab clients who are looking for holistic wealth management solutions that complement their brokerage activities. The integrated banking and brokerage services represent the strong value proposition we offer our clients.

Charles Schwab Bank is a full-service bank that offers a range of competitive deposit and lending products. In 2003, we launched Schwab Bank as a bank for investors, and it has grown to be the 12th largest bank in the United States. Our goal is to offer a banking experience that complements the Schwab brokerage capabilities, providing banking products tailored to meet our clients' unique needs as investors, all in one convenient location. Consistent with the brand, we offer exceptional client experience.

Our Opportunity:

The Trust Tax Manager is responsible for the preparation, review, and filing of trust account tax returns, with a focus on all fiduciary responsibilities. The Manager functions both as a subject matter expert on all tax related items as well as the point of contact for all tax related inquiries. This role assures compliance with all Bank policies and procedures, as well as all applicable state and federal Bank regulations in the context of her/his responsibilities.

Charles Schwab Bank follows the three lines of defense model of risk governance. The Manager is a first line of defense position for Charles Schwab Bank and assures compliance with all Bank policies and procedures, as well as all applicable state and federal Bank regulations in the context of their responsibilities.

What you'll do:

  • Work with clients, advisors, and trust administrators in answering complex tax questions

  • Review trust documents to confirm the tax return type on the trust accounting system

  • Perform tax reviews for account closings

  • Act as liaison between Ernst & Young and trust administrators to answer tax questions regarding transactional activity in Personal Trust accounts

  • Maintain Tax Tracking records

  • Ensure all necessary tax returns and extensions are filed by April 15

  • Review tax returns as they are prepared by tax preparation vendor and follow-up with any questions or issues

  • Review and mail all K-1 and grantor letters to beneficiaries

  • Review listings for monies due for tax filings, estimated payments, and extension payments

  • Review and process electronic and check tax payments for Personal Trust accounts

  • Load trust documents, tax notices, and K-1s into the workflow management system

  • File IRS election and registration forms upon request

  • Investigate and respond to IRS notices

  • Track the receipt of all tax refunds due to trust accounts

  • Investigate any discrepancies between refunds expected and refunds received

  • Other duties as requested

  • This is an individual contributor position

What you have:

  • 5 years' experience in fiduciary tax filings, retail banking, or trust operations

  • Exceptional critical thinking, problem solving and analytical skills

  • Self-starter with excellent time management skills. Must be able to work with minimal supervision

  • Strong data & document management skills and the ability to organize and manage multiple priorities

  • Excellent verbal and written communications skills

  • Solid knowledge of bank regulations, policies, and procedures

  • Solid knowledge of Microsoft Office required

  • Bachelor's degree or equivalent experience required

  • EA (Enrollment Agent) designation preferred

What you'll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spoken

Current Licenses / Certifications:NoneRelevant Work Experience:Accounting and Finance-6+ yrs, Banking-2-5 yrs

Position Located In:DE - WilmingtonEducation:BA/BSJob Type:Full Time

Category:Banking

Activation Date: Monday, August 6, 2018

Expiration Date: Saturday, September 8, 2018

Apply Here


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Senior Analyst Global Income Tax Accounting

Dupont

Posted 3 weeks ago

VIEW JOBS 11/20/2018 12:00:00 AM 2019-02-18T00:00 Job Description Income Tax Accounting Senior Analyst DuPont is a global Fortune 100 company, operating in 70 countries today. We are looking for people who have a passion for delivering innovative, sustainable solutions that meet our customer needs for a better, healthier, safer life. Company Background Dow and DuPont combined in a merger of equals with the intent to separate into three independent, publicly traded companies in Agriculture, Materials Science and Specialty Products. Each company will have its own clear focus, scale advantages, and an enhanced ability to deliver superior solutions and choices to customers. The heritage DuPont company is hiring qualified professionals to take on new Finance activities in order to support the business realignment and enable independent operability. As we are still in the process of starting up the independent companies, at this time, hiring will be aligned to the heritage companies versus alignment to the intended spins. Summary Description DuPont is currently seeking an Income Tax Accounting Senior Analyst in our Finance Department. This position is a growth opportunity within the Finance competency related to the Company's intended separation of its agriculture and specialty products businesses. This position is located in Wilmington, DE and has the following duties: * Quarterly closing responsibilities in the area of income tax accounting including preparation and analysis of global effective tax rate model utilizing OneSource Tax Provision software in accordance with the relevant US GAAP, SEC, and other authoritative guidance related to accounting for income taxes; * Review and/or preparation of schedules and memorandums in support of global tax accounting matters such as valuation allowances, unremitted earnings, and other technical tax accounting matters; * Preparation/coordination of consolidated U.S. Federal provision-to-return true up adjustments in OneSource software and supporting schedules, involving close interaction with the domestic tax compliance team; and * Preparation and analysis of certain income tax components of the Company's quarterly SEC financial statements. At DuPont, you will find sustainability in our vision, our business and your future. If you want to work on the leading edge of your field and have a desire to make a difference, join DuPont and discover The miracles of science™. DuPont is an equal opportunity employer. DuPont is an E-Verify employer. Job Qualifications Job Qualifications In order to be qualified for this role, you must possess the following: * Bachelor's degree in accounting or finance with strong academic performance; * 5+ years of experience with Corporate income tax in public accounting or a corporate tax environment; * Technical expertise in the area of ASC 740 involving both domestic and international operations, as well as an understanding of the proper application of special areas such as interim tax reporting, intra-period tax allocation, carve-out financial statements, purchase accounting, outside basis differences, valuation allowances, and uncertainty in income taxes; * Demonstrated ability to effectively manage multiple priorities in a dynamic fast-paced environment; * Highly efficient, organized, reliable, and resourceful professional with practical experience and ability to understand process and implement change; * Ability to perform complex tax research and analysis and effectively communicate results in the form of discussion, presentation, or technical memorandum; * Strong oral, written, and interpersonal skills; * Strong IT skills (specifically Microsoft Excel) and experience with SAP, OneSource Tax software a plus. About DowDuPont DowDuPont (NYSE: DWDP) is a holding company comprised of The Dow Chemical Company and DuPont with the intent to form strong, independent, publicly traded companies in agriculture, materials science and specialty products sectors that will lead their respective industries through productive, science-based innovation to meet the needs of customers and help solve global challenges. For more information, please visit us at www.dow-dupont.com. The positions represented by this job posting are aligned to one of the three divisions, Agriculture, Materials Science or Specialty Products, which are expected to separate from DowDuPont into stand-alone public companies. Information on the division alignment will be provided during the recruitment process. DuPont is not accepting unsolicited assistance from external search firms for this employment opportunity. All resumes submitted by search firms to any employee at DuPont via-email, the Internet or in any form and/or method without a valid written Agreement in place for this position from DuPont Talent Acquisition will be deemed the sole property of DuPont. No fee will be paid in the event the candidate is hired by DuPont. * LI-AB1 About DowDuPont DowDuPont (NYSE: DWDP) is a holding company comprised of The Dow Chemical Company and DuPont with the intent to form strong, independent, publicly traded companies in agriculture, materials science and specialty products sectors that will lead their respective industries through productive, science-based innovation to meet the needs of customers and help solve global challenges. For more information, please visit us at www.dow-dupont.com. The positions represented by this job posting are aligned to one of the three divisions, Agriculture, Materials Science or Specialty Products, which are expected to separate from DowDuPont into stand-alone public companies. Information on the division alignment will be provided during the recruitment process. Dupont Wilmington DE

Sr. Trust Tax Analyst

Expired Job

Charles Schwab Corporation