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Director, State Tax Planning & Controversy

Edward Jones
Springfield, USA
Closing date
Jun 15, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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.

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 .

1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
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:

Check out our Canadian awards and accolades: 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: $136571 - $232541
Category: Headquarters

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