Tax Analyst II - Finance at Edward Jones
Saint Louis, MO 63190
About the Job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
Overview:
We are looking for a Tax Analyst II to join our State Center of Excellence team in Finance. This role would report to the State Tax Planning and Controversy Director and support both the firm and its partners. This role is responsible for state tax planning and responding to state controversy matters.
What You'll Do:
This position will benefit from knowledge of U.S. federal and state tax principles; strong organizational skills; effective collaboration and communication; and timely execution.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $70659
Hiring Maximum: $116516
Read More About Job Overview
Skills/Requirements
What Experience You'll Need:
What Could Set You Apart:
Please note: Candidates that live within a commutable distance from our St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. There is a strong preference for associates to work out of the St. Louis home office.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
Overview:
We are looking for a Tax Analyst II to join our State Center of Excellence team in Finance. This role would report to the State Tax Planning and Controversy Director and support both the firm and its partners. This role is responsible for state tax planning and responding to state controversy matters.
What You'll Do:
- Monitoring individual, partnership and corporate tax developments in all 50 states.
- Modeling and evaluating impact of tax developments to the firm and its individual partners.
- Researching and responding to state tax controversy matters as necessary.
- Collaborating with third party service providers to document the firm's state tax positions.
- Extracting, merging, transforming, and reconciling data from multiple sources as needed.
This position will benefit from knowledge of U.S. federal and state tax principles; strong organizational skills; effective collaboration and communication; and timely execution.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $70659
Hiring Maximum: $116516
Read More About Job Overview
Skills/Requirements
What Experience You'll Need:
- A Bachelor's degree is required with an emphasis in Accountancy or Finance strongly preferred
- 3+ years of relevant work experience in tax
- Proficiency with complex formulas in Excel
What Could Set You Apart:
- CPA preferred
- Public accounting experience is a plus
- Working knowledge of Power BI/DAX or Tableau
- Working knowledge of state income tax concepts
- Strong research skills, including proficiency in CCH research platform or similar
- Ability to work independently and effectively collaborate within and across teams
- Strong organizational skills
- Ability to learn multiple complex topics and work in a fast-paced and changing environment
Please note: Candidates that live within a commutable distance from our St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. There is a strong preference for associates to work out of the St. Louis home office.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
