CAREERS
📁
Accounting/Finance/Tax/Audit
📅
92405 Requisition #

Tax Administrator, WM Tax Charitable Services, Chicago, IL

OH: 92405

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, if 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 of private 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 preferred.
  • 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

  • Bachelor’s degree required; degree in Accounting, Finance, or a related field preferred
  • 1-3 years of prior tax experience preferred
  • CPA or Master of Science in Taxation (MST) preferred
  • Public accounting experience preferred

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 CompanyBlack 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.

 

 

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC/India EEO Statement
    • APAC/INDIA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement