Senior Tax Analyst

Company: EDWARD JONES
Location: Naperville
Posted on: January 18, 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 Senior Analyst to join our Income Tax team. This role is responsible for:
--- Performing day-to-day activities with an emphasis on technology and data, and identifying potential opportunities for process improvement and automation
--- Assist with the calculations that support the Company's US, Canadian, state and local income tax compliance filings
--- Collaborate with third-party service providers on review of the Company's income tax returns
--- Assist with tax planning through modeling outcomes
The Senior Analyst will help lead portions of the work above. This position will require knowledge of U.S. federal and state tax principles; strong organizational and research skills; effective collaboration and communication; and timely execution.
--- Experience working with large datasets to influence decisions and completion of complex projects
--- Ability to collaborate with cross-functional teams across divisions
--- Strong organizational skills
--- Strong verbal and written communication skills
--- Ability to learn multiple complex topics and work in a fast-paced and changing environment--- 2 to 4 years of experience
--- Bachelor's degree or higher in Accountancy
--- Public accounting experience is preferred
--- Experience with complex formulas and Pivot Tables in Excel
--- Working knowledge of SharePoint, Power BI, Power Platform, Tableau, and/or Alteryx
--- CPA preferred

• 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: $66379 - $109459
    Category: Headquarters

Keywords: EDWARD JONES, Naperville , Senior Tax Analyst, Professions , Naperville, Illinois