State Tax Planning & Controversy Leader
Company: EDWARD JONES
Posted on: January 27, 2023
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
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
--- Researching and responding to tax controversy matters as
--- Working with teams within the firm's Finance and Legal
divisions to provide guidance on various state tax issues as they
--- Communicating with the firm's partners on state and local tax
--- Assisting with strategic projects prioritized by the Finance
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
--- 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
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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
- 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: $106086 - $180633
Keywords: EDWARD JONES, Springfield , State Tax Planning & Controversy Leader, Other , Waterloo, Illinois
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