Chicago, IL
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.
OH R123082
TAX ADMINISTRATOR, FIDUCIARY INCOME TAX SERVICES (CHICAGO, IL)
The Global Client Tax Services Groupprovides tax preparation and reporting services to affluent individuals and families, foundations, endowments, estates, and corporations. This position will focus on fiduciary trust accounting and trust taxreturn preparation for trust clients.
Major Duties
Manages an account load requiring preparation, review of transactions, review of trust documents and processing of Forms 1041, 5498, 1099-B, INT, R and MISC in compliance with applicable tax laws. Prepares tax work papers used to complete all required federal and state tax returns including extensions, if applicable. Calculates required federal and state quarterly estimated tax payments. Reviews, prepares and consults on tax products, compliance issues, and planning and research projects. Assists with client communication and addressing client inquires that deal with complex tax and accounting issues.
Knowledge and Skills
- Advanced written and
- oralcommunication
- Strong interpersonal skills to engage with clients, colleagues, third parties and tax authorities
- Familiarity withThomson ONESOURCEis 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, motivation, and ownership of one's work
- Proficient withMicrosoft Office, predominantly Excel
The successful candidate will benefit from having the following competencies
- 1-3 years of prior tax experience preferred, but not necessary
- Bachelor's degree required degree in Accounting, Finance, or a related field preferred
- CPA or Master of Science in Taxation (MST) preferred, but not necessary
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
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.