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Manager Accounting at Edward D. Jones in St. Louis, Missouri

Posted in General Business 30+ 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 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.

Tax Planning Manager

We are looking for an experienced Tax Planning Manager to join our Tax Team. This new role will report up to the Senior Leader of Income Tax and be responsible for:

  • Researching and summarizing complex federal and international tax issues

  • Contributing to tax analysis of strategic business initiatives  

  • Assist in modeling and identifying tax planning opportunities

  • Monitoring and interpreting legislative and regulatory tax developments

  • Partnering internally with the Legal division and/or third-party accounting or law firms to document positions   

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 work independently; and timely execution.

  • 7+ years of experience

  • Bachelor's degree or higher in Accountancy

  • Public accounting or equivalent experience at a large company

  • Partnership taxation experience is preferred

  • International taxation or M&A experience is preferred

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