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Amy Jones is listed as Fiduciary Tax Manager specializing in tax management and compliance at First Merchants Corporation, a with 748 employees, based in Lafayette, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Amy Jones.
Amy Jones previously worked as Fiduciary Tax Manager at First Merchants Corporation and Associate Wealth Manager at First Merchants Corporation. Amy Jones holds Master Of Science - Ms, Accounting from Western Governors University.
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At First Merchants Corporation, my tenure as Fiduciary Tax Manager is marked by a dedication to ensuring the accuracy and compliance of fiduciary tax returns. Our team has centralized tax work across the organization's footprint, reinforcing data integrity and compliance. With hands-on experience in OneSource and fiduciary services, I've developed and implemented policies that streamline processes and enhance our technology strategy.Contributing to the organization's growth, my efforts in policy development and third-party collaborations have fortified First Merchants' reputation for meticulous fiduciary oversight. My commitment extends beyond just compliance; it's about empowering our clients and the organization with sophisticated tax strategies. This role builds on a solid foundation of relationship management and client-centric solutions from my previous experience as an Associate Wealth Manager.
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A career timeline built from the work history available for this profile.
Lafayette, Indiana, United States
• Managed fiduciary tax return preparation for FMPWA, including trust, exempt organization, estate, and individual tax returns.• Centralized tax work across FMPWA's footprint, ensuring compliance, data accuracy, and oversight of all tax matters.• Developed clear policies and procedures, provided tax expertise for PWA technology strategy, and oversaw tax preparation services outsourced to third-party providers.
Lafayette, Indiana, United States
• Collaborated with lead officers and portfolio managers to support wealth management duties for a specific group of clients at First Merchants Corporation.• Proactively sought development opportunities to enhance relationship management acumen and contribute to the development of new business.• Assisted in building strong client relationships and provided support in potential customer consultations.
Princeton, Indiana, United States
• Consolidated historical financial records and conducted comparative analysis for individual and business tax returns.• Corresponded with IRS and various state and local jurisdictions to resolve client tax notices.• Provided QuickBooks setup assistance and training to clients and local businesses.• Prepared W-2's and 1099's for clients at year end.
Evansville, Indiana, United States
• Prepared financial reports, journal entries, and audit reports for Swan Surfaces, LLC in Evansville, Indiana.• Analyzed plant costs to accurately report P&L statements and reconciled all GL accounts.• Supervised accounts receivable and accounts payable personnel, improving monthly close proficiency by 4 days.• Developed documentation for accounting processes to enhance efficiency and serve as training material.
Evansville, Indiana, United States
• Prepared and recorded journal entries processed intercompany transactions, and reconciled bank and GL accounts.• Conducted monthly, quarterly, and yearly close activities to ensure accurate financial reporting.
Evansville, Indiana, United States
• Analyzed and validated invoices and expense reports for 1700+ branches, ensuring accuracy and timely payment.• Provided exceptional customer service and support to prevent invoice and expense errors.• Ensured compliance with GAAP, Standard Accounting Manual, and company policies.
Elberfeld, Indiana, United States
• Managed inventory and processed purchase orders to ensure smooth operations.• Promoted raffles and fundraisers, increasing event participation and sales.• Prepared nightly deposits and maintained balance sheets for financial accuracy.
Evansville, Indiana, United States
• Managed accurate and timely processing of invoices for a large, multi-site organization.• Renegotiated payment terms with vendors to optimize cash flow.• Closed A/P general ledger monthly, ensuring accurate GL coding and job numbers.• Processed and fulfilled check requests, wire transfers, and employee expense reports.
Evansville, Indiana, United States
• Maintained logs, balanced checks, and updated statistical information for accurate customer ledgers.• Processed payments via wire transfer, Kubra, Lockbox, or ACH to customer accounts.• Resolved internal and external customer account discrepancies to ensure customer satisfaction.
Newburgh, Indiana, United States
• Managed accounts payable and accounts receivable for capital expenditure records.• Processed employee compensation through weekly payroll schedule using ADP.• Assisted in developing and deploying manufacturing schedules for current and future projects.
Other employees you can reach at firstmerchants.com. View company contacts for 748 employees →
Kortnie Caldwell
Colleague at First Merchants CorporationDaleville, Indiana, United States
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Cindy Cook
Colleague at First Merchants CorporationDaleville, Indiana, United States
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David G. Watkins
Colleague at First Merchants CorporationFarmington, Michigan, United States
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Jason Hunt
Colleague at First Merchants CorporationMiddletown, Indiana, United States
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Cheryl Rigby
Colleague at First Merchants CorporationRichmond, Indiana, United States
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Chris Thompson
Colleague at First Merchants CorporationWinchester, Indiana, United States
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Joyce Jones
Colleague at First Merchants CorporationAnderson, Indiana, United States
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Ruth Hufnagle
Colleague at First Merchants CorporationDetroit, Michigan, United States
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Hillary Fields
Colleague at First Merchants CorporationCrown Point, Indiana, United States
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Artina Packnett, Mba
Colleague at First Merchants CorporationDetroit, Michigan, United States
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Quick answers generated from the profile data available on this page.
Amy Jones works for First Merchants Corporation.
Amy Jones is listed as Fiduciary Tax Manager specializing in tax management and compliance at First Merchants Corporation.
Amy Jones is based in Lafayette, Indiana, United States while working with First Merchants Corporation.
Amy Jones has worked for First Merchants Corporation, B.B. Byers, Cpa, Swan Surfaces, Llc, Onemain Financial, and Monarch Beverage.
Amy Jones's colleagues at First Merchants Corporation include Kortnie Caldwell, Cindy Cook, David G. Watkins, Jason Hunt, and Cheryl Rigby.
You can use AeroLeads to view verified contact signals for Amy Jones at First Merchants Corporation, including work email, phone, and LinkedIn data when available.
Amy Jones holds Master Of Science - Ms, Accounting from Western Governors University.
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