Lead, Tax Accounting

This job posting is anticipated to remain open for 30 days, from 25-Aug-2026. The posting may close early due to the volume of applicants.

We are seeking an exceptional Lead for our Tax Team, to play a pivotal role in shaping and advancing our tax strategy, compliance, and financial operations. This highly visible position offers the opportunity to provide technical leadership and strategic direction across complex tax and finance matters, ensuring accurate execution, effective risk management, and operational excellence.

As a trusted advisor and leader, you will partner closely with cross-functional stakeholders to identify opportunities, solve complex challenges, and drive process improvements that enhance efficiency and business performance. You will leverage deep technical expertise to translate sophisticated tax concepts into practical business solutions, helping guide key decisions and deliver meaningful value to the organization.
The ideal candidate is a collaborative and forward-thinking tax professional with a strong foundation in tax and accounting, a track record of leading teams and high-impact initiatives, and a passion for continuous improvement. This is an exciting opportunity to influence strategy, develop talent, and make a lasting impact within a dynamic and evolving environment.

Key Responsibilities:

• Serve as a technical resource for complex tax and accounting matters.
• Review and oversee calculations, analyses, and reporting to ensure accuracy and consistency.
• Partner with Tax, Legal, Treasury, Finance, and Technology teams on strategic initiatives.
• Identify risks, recommend solutions, and support implementation of process improvements.
• Support implementation of new business programs, policies, and operational changes.
• Lead initiatives to improve efficiency, scalability, controls, and overall stakeholder experience.
• Provide coaching, mentorship, and review for Analysts and Senior Analysts.

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.

• Bachelor’s degree in Accounting, Finance, or a related field required; CPA certification or advanced degree preferred
• Minimum 7 years experience in tax, financial analysis, or a related field
• Advanced Excel skills, including complex formulas and financial modeling.
• Excellent organizational skills and attention to detail.
• Strong verbal and written communication skills; comfortable interacting with partners and senior stakeholders.
• Experience working with pass-through entities, partnerships, or complex ownership structures.
• Experience with automation tools (e.g., Power Query, Power BI, and Tableau) is highly desirable.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026

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.

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 basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.