State Tax Planning & Controversy Leader at Edward D. Jones in St. Louis, Missouri

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 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

We are looking for an experienced State Tax Planning & Controversy Senior Manager to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for:

• Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states.

• Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations.

• Researching and responding to tax controversy matters as necessary.

• Working with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. 

• Communicating with the firm's partners on state and local tax matters.

• Assisting with strategic projects prioritized by the Finance Division.

  This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution.

Qualifications

• 10+ years of experience advising on state tax issues

• CPA or JD required

• Bachelor's degree or higher in Accountancy

• Public accounting or equivalent experience at a large company

• Partnership taxation experience is preferred