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Department Leader - Partnership Accounting

Location: Saint Charles
Posted on: September 15, 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 a Department Leader to join our Partnership Accounting team. Our Partnership Accounting team focuses on maximizing the value of being a partner at Edward Jones. Partnership Accounting is responsible for partner capital account maintenance, including new partner setup, distributions, tax withholding and liquidations. Additionally, this group provides additional partner service, such as, partner loans, earnings statements, and estimated tax payment assistance.

Responsibility Summary
This role is responsible for:
--- Overall vision, performance, and results of a team of three associates
--- Providing leadership, development, and mentoring to associates through examples and timely feedback
--- Overseeing all team processes, including reviewing workpapers and other deliverables prepared by team
--- Continually evaluating and improving processes, controls, and documentation
--- Communication with partners with varying degrees of technical knowledge - verbal, written, and educational webinars in both one-on-one and group settings, as appropriate.
--- Building, maintaining, and leveraging relationships both internally and externallyQualifications Required in the Job
--- Bachelor's degree or higher in Accountancy
--- CPA preferred
Years of Experience:
--- 7+ years of experience
--- Public accounting or equivalent experience at a large company
--- Previous managerial/leadership experience preferred
Functional Skills:
--- Strong organizational skills
--- Strong attention to detail
--- Ability to quickly learn multiple complex topics, many specific to Edward Jones
--- Ability to work in a fast-paced and changing environment
--- Exhibit seasoned judgment and ability to prioritize regularly and appropriately
--- Drives for the right results, both self and through team
--- This position will benefit from knowledge of U.S. federal and state tax principles
--- This position will benefit from a strong foundation of basic accounting principles
--- Experience with complex formulas in Excel

  • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
    • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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. 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: $109696 - $186781
      Category: Headquarters

Keywords: EDWARD JONES, Saint Charles , Department Leader - Partnership Accounting, Accounting, Auditing , Saint Charles, Missouri

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