What are the responsibilities and job description for the Senior Tax Analyst - Finance position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 14-Apr-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.
Opportunity Overview
We are seeking a Senior Analyst to join our Income Tax team, a core function supporting the firm’s financial reporting and compliance, and partner experience. This role works closely with a third‑party tax preparer on income tax filings and is responsible for key ongoing deliverables, including monthly and quarterly excise filings and income tax reconciliations. The team also supports quarterly partner reporting and responds to income tax inquiries from across the firm, providing broad exposure to cross‑functional stakeholders. The position offers strong opportunities for technical development and continuous learning, with the ability to leverage AI and automation tools to improve process efficiency, enhance data accuracy, and support a well‑controlled and disciplined tax function. This role is well‑suited for a tax professional seeking broad exposure, recurring ownership, and the opportunity to modernize tax processes within a sophisticated finance organization.
What You'll Do:
Prepare calculations supporting the firm’s income tax compliance across all applicable jurisdictions, including U.S. federal, U.S. state, and Canadian filings for domestic and Canadian partnerships and C‑corporations.
We are seeking a Senior Analyst to join our Income Tax team, a core function supporting the firm’s financial reporting and compliance, and partner experience. This role works closely with a third‑party tax preparer on income tax filings and is responsible for key ongoing deliverables, including monthly and quarterly excise filings and income tax reconciliations. The team also supports quarterly partner reporting and responds to income tax inquiries from across the firm, providing broad exposure to cross‑functional stakeholders. The position offers strong opportunities for technical development and continuous learning, with the ability to leverage AI and automation tools to improve process efficiency, enhance data accuracy, and support a well‑controlled and disciplined tax function. This role is well‑suited for a tax professional seeking broad exposure, recurring ownership, and the opportunity to modernize tax processes within a sophisticated finance organization.
What You'll Do:
Prepare calculations supporting the firm’s income tax compliance across all applicable jurisdictions, including U.S. federal, U.S. state, and Canadian filings for domestic and Canadian partnerships and C‑corporations.
- Prepare monthly tax accruals and income tax provision calculations
- Assist with the review and validation of income tax deliverables prepared internally and by third‑party service providers to ensure accuracy and completeness
- Extract, merge, transform, and reconcile data from multiple systems and sources to support income tax calculations (ASC 740), filings, and reconciliations
- Provide income tax support to partnership accounting and partner services, responding to inquiries and assisting with issue resolution as needed
- Identify opportunities to improve processes and controls, including the use of AI, automation, and data tools to enhance efficiency, consistency, and data quality
What You'll Need:
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 required; Accounting or Finance strongly preferred
- CPA or progress toward completion, is a plus
- Six or more years of relevant tax experience preferred, ideally supporting complex entities
- Public accounting experience is a plus
- Strong proficiency in Excel, including the ability to work with complex formulas and large datasets
- Experience with financial systems or analytics tools such as Oracle, PeopleSoft Financials, Power BI (DAX), Tableau, or Alteryx
- Working knowledge of partnership income tax concepts
- Ability to work independently while collaborating effectively in a team environment
- Strong organizational skills and attention to detail across multiple priorities
- Ability to learn and apply complex concepts in a fast‑paced, evolving environment
- Interest in leveraging AI or automation tools to improve efficiency and data quality
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.