Senior Tax Officer

Position Type

Home Office

Position Schedule

Full-Time

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.

Posting Location

Arizona, Tempe, Missouri, St. Louis

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.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
 

External Flexible Work Option(s)

Hybrid, Remote

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

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Search Headquarters Positions by Area of Interest

Investment Products and Strategy

Position Requirements

What Experience You Need:

• 5+ years' experience in trust, fiduciary or financial services experience including 3 years in preparation and review of trust income and estate tax returns required
• Advanced knowledge of fiduciary principals, estate and income taxation
• Able to use trust accounting system and work with multiple systems
• Able to adapt to constantly changing tax laws and reporting requirements
• Able to delegate and exercise oversight, and communicate with associates on complex tax matters in a clear non-technical manner
• Outstanding time and organizational management skills required to manage work over extended period and meet critical deadlines
• Highly skilled in written and oral communication on complex tax matters and high level of interpersonal skills

What Could Set You Apart:

• CPA or Masters of Taxation preferred 
• Experience or education in estate planning concepts 

*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday

Current home-based associates please note:  Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status.  However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence. 

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 ba