Tax Analyst II

OPPORTUNITY OVERVIEW

Overview

We are seeking a Tax Analyst II to join our Income Tax team, a core function

supporting the firm’s financial reporting and compliance, and partner

experience. This role is responsible for assistance with income tax filing and

support.

What You'll Do

• Prepare calculations supporting the firm’s income tax compliance across all

applicable jurisdictions, including U.S. federal, U.S. state, and Canadian

filings for domestic and Canadian partnerships and C‑corporations.

• Prepare monthly tax accruals and income tax provision calculations
• Assist with the review and validation of income tax deliverables prepared

internally and by third‑party service providers to ensure accuracy and

completeness of core compliance

• Utilize automation and data tools to prepare partnership tax returns and

supporting workpapers, ensuring accurate, timely, and scalable compliance

processes

• Extract, merge, transform, and reconcile data from multiple systems and

sources to support income tax calculations (ASC 740), filings, and

reconciliations

• Provide income tax support to partnership accounting and partner services,

responding to inquiries and assisting with issue resolution as needed

• Identify opportunities to improve processes and controls, including the use

of AI, automation, and data tools to enhance efficiency, consistency, and

data quality

The Tax Analyst II will prepare and support assigned components of the

workstreams above and will continue to develop a strong foundation in U.S.

federal and state tax principles. Success in this role requires strong

organizational and analytical skills, effective collaboration and communication, attention to detail, and the ability to execute responsibilities in a timely manner.

POSITION REQUIREMENTS

What You'll Need

• Bachelor’s degree required; Accounting or Finance strongly preferred
• CPA or progress toward completion, is a plus
• Two or more years of relevant tax experience preferred, ideally supporting

complex entities

• Public accounting experience is a plus
• Strong proficiency in Excel, including the ability to work with complex

formulas and large datasets

What Could Set You Apart

• Experience with financial systems or analytics tools such as Oracle,

PeopleSoft Financials, Power BI (DAX), Tableau, or Alteryx

• Working knowledge of partnership income tax concepts
• Ability to work independently while collaborating effectively in a team

environment

• Strong organizational skills and attention to detail across multiple

priorities

• Ability to learn and apply complex concepts in a fast‑paced, evolving

environment

• Interest in leveraging AI or automation tools to improve efficiency and data

quality

Candidates that live within a commutable distance from our Tempe, AZ and St.

Louis, MO home office locations are expected to work in the office four days per week.

COMPANY DESCRIPTION

Join a financial services firm where your contributions are valued.  Edward

Jones is a Fortune 500¹ company where people come first. With over 9 million

clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to

improve the lives of our clients and colleagues, and together, better our

communities and society. We are an innovative, flexible, and inclusive

organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen,

heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report

[https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT].

¹Fortune 500, published June 2024, data as of December 2023. Compensation

provided for using, not obtaining, the rating.

AWARDS AND ACCOLADES

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings

about Edward Jones

[https://careers.edwardjones.com/blog/?_sft_category=awards-accolades]

Check out our Canadian awards and accolades: Insights & Information Blog

Postings about Edward Jones

[https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca]

EEO STATEMENT

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.

SALARY INFORMATION

Edward Jones' compensation and benefits package includes medical and

prescription drug, dental, vision, voluntary benefits (such as accident,

hospital indemnity, and critical illness), short- and long-term disability,

basic life, and basic AD&D coverage. Short- and long-term disability, basic

life, and basic AD&D coverage are provided at no cost to associates. Edward

Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.  Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page [https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1].