As an Investment Services Tax Specialist at COUNTRY Financial you are responsible for assisting with tax information reporting and upholding withholding requirements for Investment Services. You will utilize a variety of tools and software to perform your job duties. These tools include tax accounting software, trust administrative systems, and electronic research systems. You will have the opportunity to interface with multiple departments in/and outside of Investment Services along with vendors to provide information reporting to our clients. This is an excellent opportunity to grow your sphere of influence and have an impact on our clients.This position offers a hybrid work schedule and is based out of our corporate office in Bloomington, IL.How does an Investment Services Tax Specialist make an impact?
Satisfies U.S. tax information reporting obligations of COUNTRY Trust Bank, including compliance with the documentation, withholding tax, and information reporting requirements prescribed by the U.S. Internal Revenue Code.
Anticipates tax reporting requirements and implications to business areas, and gathers and maintains financial information required to comply with annual U.S. tax information reporting obligations.
Provides annual updates to department policies & procedures ensuring adherence to U.S. tax information reporting and operational tax matters.
Provides periodic reviews of the design and operation of information reporting process including operational processes, governance and controls.
Provides technical and practical advisory support to internal business units regarding U.S. tax information reporting and withholding tax issues.
Partner with stakeholders to determine policies and processes as well as enhance existing processes and roll them out to support continued growth in a manner that mitigates risk.
Research, study and interpret tax law and disseminate findings to impacted stakeholders via appropriate medium (trainings, written communications, etc.).
Liase with lawyers, accountants, auditors and other service providers on Investment Services products/services as it relates to tax implications.
Develop clear comprehensive reference guides for Investment Services and stakeholders to assist in understanding tax implications and impacts to clients.
QualificationsDo you have what we're looking for?
Sharp attention to detail.
Excellent analytical and problem-solving skills.
Strong written and oral communication skills.
Proficiency with Tax Administration Software.
Proficiency with Trust Administration Software.
Typically requires 2 years of relevant experience or a combination of related experience, education and training.
Why work with us?Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough you can make an impact and won’t get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match, parental leave, paid time off, paid company holidays and time off to volunteer in your community. Please to learn more about who we are and the many benefits we offer our employees.COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.Come join our team at COUNTRY today!COUNTRY Financial does not generally sponsor individuals for employment-based visas for this position.
