State Tax Planning & Controversy Leader
Company: EDWARD JONES
Location: Saint Charles
Posted on: January 25, 2023
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Job Description:
At Edward Jones, we help clients achieve their serious,
long-term financial goals by understanding their needs and
implementing tailored solutions. To ensure a personal client
experience, we have located our 15,000+ branch offices where our
more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients
and receives branch office support, so they can focus on building
deep relationships with clients. Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help
U.S. and Canada branch teams deliver an ideal client experience. We
continue to grow to meet the needs of long-term individual
investors.We are looking for an experienced State Tax Planning &
Controversy Senior Manager 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:
--- 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.
--- Working 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.
--- Assisting with 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.
Qualifications
--- 10+ 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
Salary: $106086 - $180633
Category: Headquarters
Keywords: EDWARD JONES, Elgin , State Tax Planning & Controversy Leader, Other , Saint Charles, Illinois
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