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Accounting/Finance/Tax/Audit
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68690 Requisition #
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This position is responsible for preparing estate tax and fiduciary income tax returns in compliance with tax laws and regulations. You will work in a team environment with senior estate tax professionals, as well as estate settlement administrators. You will interact with clients, legal and tax professionals, internal partners, and taxing authorities, on matters relating to federal and state estate and fiduciary income taxes, and post- mortem tax issues.
 
Major Duties


1. Researches, reviews, and annually prepares approximately 20 Federal Estate Tax Returns Form 706, related state Estate or Inheritance Tax Returns, if applicable, and IRS Form 8971 if necessary; and approximately 150 Federal and state fiduciary income tax returns, all in compliance with tax laws.

2. Works on various tax return preparation software, including BNA 706 Preparer and OneSource Trust Tax, as well as excellent computer skills including Microsoft Outlook, Microsoft Office Suite, and Microsoft Access.

3. Assists in tax planning, researches, prepares, and monitors specific reports.

4. Works closely with the estate attorneys, accountants, and related professionals.
5. Will interact with Federal and state tax authorities and auditors.

 

Qualifications:

  • Knowledge in the area of estate tax and fiduciary income tax, trust or estate settlement is desired.
  • Excellent interpersonal, analytical research, and tax management skills.
  • Strong verbal and written communication skills.
  • Ability to multi-task, work both independently and collaboratively, to problem solve in a results driven team oriented environment.
  • Prior experience working with BNA 706 Preparer and OneSource Trust Tax is desirable, but not required.  Excellent computer skills, including Microsoft Outlook and Microsoft Office Suite are required.

 

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

 

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

 

As of December 31, 2017, Northern Trust Corporation had:

  • $139 billion in banking assets
  • $8.1 trillion in assets under custody
  • $10.7 trillion in assets under custody/administration
  • $1.2 trillion in assets under management

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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), +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 EEO Statement
    • APAC 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