Senior Tax Accountant - Finance 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.

Opportunity Overview

We are looking for a Senior Tax Accountant to join our Income Tax team.  Our Income Tax team is responsible for working with our third-party tax preparer on income tax filings.  This group is responsible for income tax filings, monthly and quarterly excise filings, and monthly income tax reconciliations.  Additionally, this group assists with quarterly partner reporting and general income tax inquiries from throughout the firm.  

What You'll Do:

• Preparation of calculations to support the firm's tax compliance with all jurisdictions, including U.S. federal, state and Canada, for its domestic and Canadian partnerships and C-corporations.

• Preparation of the monthly tax accrual and tax provision calculations.

• Assist with review of income tax deliverables prepared by third-party preparer.

• Extracting, merging, transforming, and reconciling data from multiple sources as needed for income tax calculations.

• Provide income tax support as necessary to partnership accounting and partner services.

The Senior Tax Accountant may help lead portions of the work above.  This position will benefit from knowledge of U.S. federal and state tax principles; strong organizational skills; effective collaboration and communication; and timely execution.

  What You'll Need: 

• A Bachelor's degree is required with an emphasis in Accountancy or Finance strongly preferred

• CPA, or working towards designation, is a plus

• 2+ years of relevant work experience in tax is preferred

• Public accounting experience is a plus

• Proficiency with complex formulas in Excel 

What Could Set You Apart:

• Working knowledge of PeopleSoft Financials, Power BI/DAX, Tableau, or Alteryx

• Working knowledge of partnership income tax concepts

• Ability to work independently and effectively collaborate with team members

• Strong organizational skills

• Ability to learn multiple complex topics and work in a fast-paced and changing environment

This associate will be required to work a minimum of two days per week from our St. Louis, Missouri Home Office location.