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Team Leader, Expenditure Management Tax Team-Finance at Edward D. Jones in St. Louis, Missouri

Posted in Management 29 days ago.

Type: Full-Time





Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.


  • Responsible for a team of associates within the Expenditure Management Tax team which processes all branch business licenses and property tax payments

  • Provide support and leadership to team members to promote high quality performance and associate development.

  • Ensure team responsibilities/objectives are completed timely and accurately.

  • Participate and/or lead in department and division projects.

  • Develop and maintain effective communications and relationships within Finance and across the firm.

  • Prioritize, delegate, and understand controls and workflow.

  • Effectively communicate both verbally and in writing.

  • Responsible for the development and maintenance of department policies and procedures.

  • Conduct performance meetings and coach for continuous improvement.

  • Identify, propose solutions and implement efficiency improvements.

  • Deliver difficult messages to, Financial Advisors, Branch Office Administrators and other associates at the firm within the Accounting Services function.

The health and well-being of our clients, associates, families and communities is our first priority. As part of our commitment to associate well-being, the majority of our associates are working remotely for the foreseeable future. However, this role has traditionally been located on-site in a home office location and may be required to return to that location at some point in the future. Edward Jones is continually evaluating our flexible work arrangements for all of our positions, including this one.


  • Bachelor's degree required.

  • Minimum of 3+ years of experience in tax accounting field preferred

  • Proficient in Microsoft Excel (formulas, V look ups, pivot tables)

  • Previous leadership experience considered a plus. 




Salary:

$80,000.00