Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 8 million clients and 19,000 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.
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We are looking for an experienced State Tax Planning & Controversy Director 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:
Developing the vision, direction and strategy for firm's state tax planning and controversy area
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.
Collaborating 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.
Leading 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.
15 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
At Edward Jones, w e 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
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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: $136571 - $232541
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