Tax Analyst II - Finance @ Edward Jones | Jobright.ai
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Tax Analyst II - Finance jobs in United States
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Edward Jones · 8 hours ago

Tax Analyst II - Finance

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Responsibilities

Monitoring individual, partnership and corporate tax developments in all 50 states.
Modeling and evaluating impact of tax developments to the firm and its individual partners.
Researching and responding to state tax controversy matters as necessary.
Collaborating with third party service providers to document the firm's state tax positions.
Extracting, merging, transforming, and reconciling data from multiple sources as needed.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

AccountancyFinance3+ years tax experienceExcel proficiencyCPAState income tax conceptsPublic accounting experiencePower BIDAXTableauCCH research platformLearn complex topics

Required

A Bachelor's degree is required with an emphasis in Accountancy or Finance strongly preferred
3+ years of relevant work experience in tax
Proficiency with complex formulas in Excel

Preferred

CPA preferred
Public accounting experience is a plus
Working knowledge of Power BI/DAX or Tableau
Working knowledge of state income tax concepts
Strong research skills, including proficiency in CCH research platform or similar
Ability to work independently and effectively collaborate within and across teams
Strong organizational skills
Ability to learn multiple complex topics and work in a fast-paced and changing environment

Benefits

Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Paid holidays
Vacation
Sick time
Personal days
Paid day for volunteerism
Bonuses
Profit sharing
Employee Assistance Program

Company

Edward Jones

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Edward Jones provides personalized investment advisory, brokerage, and management services.

Funding

Current Stage
Late Stage
Total Funding
$337.51M
2024-04-11Undisclosed· $10.6M
2023-09-12Undisclosed· $6.48M
2023-04-13Undisclosed· $1.4M

Leadership Team

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Dave Scheffer
Director of Operations
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David Chubak
Head Of Wealth Management
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Company data provided by crunchbase
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