What are the responsibilities and job description for the Payroll Analyst II position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 11-Mar-2026. The posting may close early due to the volume of applicants.
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.
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.
Team Overview:
This position is responsible for accurate and timely reporting of taxes on the paycheck for all partners and associates of the firm, as well as reporting of all payroll tax items (i.e. W-2, W-4, T-4, TD1) and remittances to 3rd parties including garnishments and taxes. We are looking for a candidate that can exhibit in-depth conceptual and practical knowledge in multistate payroll tax and at least basic knowledge of Canadian taxes. This requires investigating and solving complex tax issues while working independently with minimal guidance and exercising judgment based on the analysis of multiple sources of information. Having knowledge of best practices and how payroll compliance (tax) integrates with other business areas is imperative. There are potential opportunities to lead projects as well as having accountability for on-going activities and objectives. This position acts as a resource for colleagues with less experience.
What You Will Do:
This position will be responsible for the following:
This position is responsible for accurate and timely reporting of taxes on the paycheck for all partners and associates of the firm, as well as reporting of all payroll tax items (i.e. W-2, W-4, T-4, TD1) and remittances to 3rd parties including garnishments and taxes. We are looking for a candidate that can exhibit in-depth conceptual and practical knowledge in multistate payroll tax and at least basic knowledge of Canadian taxes. This requires investigating and solving complex tax issues while working independently with minimal guidance and exercising judgment based on the analysis of multiple sources of information. Having knowledge of best practices and how payroll compliance (tax) integrates with other business areas is imperative. There are potential opportunities to lead projects as well as having accountability for on-going activities and objectives. This position acts as a resource for colleagues with less experience.
What You Will Do:
This position will be responsible for the following:
- Payroll Calculations & Reporting – Ensure accurate system calculations and timely reporting of US and Canadian payroll taxes, responding to questions and special requests from associates and regulatory agencies, researching payroll laws and regulations, and creating projections, general ledger reconciliations, and special reports for leadership.
- Systems & Controls – Develop and execute internal controls required for accurate payroll tax reporting and compliance. Balance operational and system priorities while also removing obstacles for team members to meet critical payroll deadlines and ensure financial integrity of payroll programs. This includes reviewing automated audit controls and payroll tax journal entries.
- Continuous Improvement – Recommend, document, and support implementation of process improvements for payroll tax procedures through detailed research and analysis. Support the identification, planning, and/or execution of complex projects while adhering to internal/external deadlines.
- Collaboration – Understand the broad span of influence which comes with handling confidential compensation information for every associate in the US and Canada, and partnering with our department leaders and associates to ensure strategic initiatives tied to payroll are implemented successfully.
Education & Certifications:
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 is required with an emphasis in Accountancy, Finance, or related field strongly preferred
- One or more certifications preferred: Certified Payroll Professional (CPP), Fundamental Payroll Certification (FPC), CAN Payroll Compliance Practitioner (PCP), or Certified Public Accountant (CPA)
- 3 to 5 years of relevant work experience in accounting, finance, or related field with public accounting experience preferred
- Microsoft Office Suite with emphasis on intermediate to advanced Excel experience navigating and controlling large datasets
- Experience working within payroll systems and processes including PeopleSoft, ADP, and time & labor system experience is a plus
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.
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
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
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.