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State Tax Planning & Controversy Leader

Location: Saint Charles
Posted on: March 11, 2023

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.

--- 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

  • 2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
    • From FORTUNE 2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
    • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
      • From The Human Rights Campaign. All Rights Reserved
      • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
      • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
        • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information. 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.
          At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

          Salary: $107147 - $182440
          Category: Headquarters

Keywords: EDWARD JONES, Saint Charles , State Tax Planning & Controversy Leader, Accounting, Auditing , Saint Charles, Missouri

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