Director, State Tax Planning

Found in: Careerbuilder One Red US C2 - 2 weeks ago


Springfield MO United States EDWARD JONES Full time

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

We are looking for an experienced State Tax Planning & Controversy Director 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:

• Developing the vision, direction and strategy for firm's state tax planning and controversy area
• 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.
• Collaborating 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.
• Leading 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.

• 15 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

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

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.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:


Salary: $136571 - $232541
Category: Headquarters
  • Senior Director, Financial Planning

    Found in: Careerbuilder One Red US C2 - 2 weeks ago


    Springfield, MO, United States EDWARD JONES Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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...

  • Tax Accountant

    7 days ago


    Springfield, United States Tandym Group Full time

    A New Jersey-based professional services firm is actively seeking a new Tax Accountant for a promising opportunity with their growing team. In this role, the Tax Accountant will be responsible for managing tax return preparation process and working with the client to identify opportunities for tax planning and ultimate tax savings. Responsibilities: The...

  • Tax Director of Information Reporting and Withholding

    Found in: beBee S US - 2 weeks ago


    Greenwich, Connecticut, United States Interactive Brokers Full time

      About INTERACTIVE BROKERS! This is a hybrid role (3 days in the office/2 days remote). Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push...


  • Springfield, United States MassMutual Full time

    Domestic Tax Consultant Full-Time Boston, MA or Springfield, MA The Opportunity As a Tax Consultant in the Domestic Tax Unit, youll have an opportunity to join an engaged team of professionals who work to reduce the Companys exposure to tax risks, support M&A transactions, provide high-quality tax advice, and satisfy tax accounting, reporting, and compliance...


  • Springfield, United States MassMutual Full time

    Domestic Tax ConsultantFull-TimeBoston, MA or Springfield, MAThe OpportunityAs a Tax Consultant in the Domestic Tax Unit, you’ll have an opportunity to join an engaged team of professionals who work to reduce the Company’s exposure to tax risks, support M&A transactions, provide high-quality tax advice, and satisfy tax accounting, reporting, and...

  • Fractional Cfo

    Found in: Jooble US O C2 - 24 hours ago


    Saint Louis, MO, United States The Income Tax center Full time

    Do you love digging into data, problem-solving, and weighing in on solutions for a company’s financial future? We want to hear from you! We’re looking for a motivated, detail-oriented certified public accountant for our client's financial success. You’ll be in charge of a group of accounts for financial planning, ensuring the accuracy of financial...

  • Senior Director, Financial Planning

    Found in: Jooble US O C2 - 6 days ago


    Jefferson City, MO, United States Edward Jones Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.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,...

  • Global Head of Tax

    Found in: Careerbuilder One Red US C2 - 2 weeks ago


    Washington, DC, United States Carnegie Consulting Full time

    Global Investment Company is looking to make their first Global Head of Tax hire to be based in their USA Headquarters. The firm operates a very complex global tax structure and there are many layers to the business so this role will have a key part to play in the tax strategy, risk profile and planning of the business and future growth opportunities with...

  • Tax Manager

    Found in: Careerbuilder One Red US C2 - 2 weeks ago


    Palos Heights, IL, United States Insight Global, Inc. Full time

    Required Skills and Experience 10 + years of tax accounting experience 3 + years of experience managing direct reports In-depth knowledge of Generally Accepted Accounting Principles (GAAP) Experience with QuickBooks, ProSeries, Microsoft Word and Excel Bachelor's Degree in Accounting, Finance, or Tax CPA License Business and income tax experience Big 4...


  • Springfield, United States Forvis Full time

    Description & Requirements As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will support your teammates and clients authentically and communicate regularly with them to understand their businesses and...

  • Domestic Tax Accountant

    Found in: Careerbuilder One Red US C2 - 1 week ago


    Hartford, CT, United States MassMutual Full time

    Domestic Tax ConsultantFull-TimeBoston, MA or Springfield, MA The Opportunity As a Tax Consultant in the Domestic Tax Unit, you’ll have an opportunity to join an engaged team of professionals who work to reduce the Company’s exposure to tax risks, support M&A transactions, provide high-quality tax advice, and satisfy tax accounting, reporting, and...

  • Domestic Tax Accountant

    Found in: Careerbuilder One Red US C2 - 1 week ago


    Hartford, CT, United States MassMutual Full time

    Domestic Tax ConsultantFull-TimeBoston, MA or Springfield, MAThe OpportunityAs a Tax Consultant in the Domestic Tax Unit, you’ll have an opportunity to join an engaged team of professionals who work to reduce the Company’s exposure to tax risks, support M&A transactions, provide high-quality tax advice, and satisfy tax accounting, reporting, and...

  • Psychiatry Director

    Found in: Careerbuilder One Red US C2 - 1 day ago


    Manchester, NH, United States Elliot Health System Full time

    Psychiatry Director physician employment in New Hampshire : Outpatient Psychiatrist Medical Director role. Elliot Health System (EHS)in New Hampshire's vibrant Queen City of Manchester, is currently seeking to add an experienced outpatient Psychiatrist Medical Directorto join our Behavioral Health team.The outpatient office currently consists of3...

  • Tax Accountant

    Found in: Careerbuilder One Red US C2 - 2 weeks ago


    The Loop, IL, United States Support Center Full time

    JOB SUMMARY Applies principles of accounting to analyze financial information and prepare financial reports. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. Attention to detail,...


  • Springfield, United States FORVIS Full time

    Description & Requirements FORVIS Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. The Tax Manager serves as a trusted advisor and member of various client service teams. You must possess significant...

  • Psychiatry Director

    Found in: Careerbuilder One Red US C2 - 1 day ago


    Manchester, NH, United States Elliot Health System Full time

    Psychiatry Director physician job in New Hampshire : Outpatient Psychiatrist Medical Director role.Elliot Health System (EHS)in New Hampshire's vibrant Queen City of Manchester, is currently seeking to add an experienced outpatient Psychiatrist Medical Directorto join our Behavioral Health team.The outpatient office currently consists of3 psychiatrists, 4...

  • Indirect Tax Accountant

    Found in: Careerbuilder One Red US C2 - 2 weeks ago


    Reston, VA, United States Leidos Full time

    Description The Leidos Corporate Tax Department is seeking an Indirect Tax Accountant to join our team of tax professionals supporting our Corporate Office located in Reston, VA. This is a hybrid position that requires 2-3 days onsite work from Reston - VA. Selected candidate is expected to live within commuting distance to Reston - VA.PRIMARY...

  • VP, Tax Law Management

    Found in: Jooble US O C2 - 2 weeks ago


    California, MO, United States Northwestern Mutual Investment Services, LLC Full time

    We care and make a positive difference. Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NM’s high net worth clients; directs all phases of team’s operations; contributes to development and drives execution of tax planning strategy. Drives execution of tax planning strategy to differentiate...


  • Springfield, United States Forvis Full time

    Description & Requirements As a Tax Senior Manager at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You provide authentic support to your teammates and construction and real estate clients and communicate regularly with them to...

  • Tax Senior Manager | Real Estate

    Found in: Talent US C2 - 2 weeks ago


    Springfield, United States FORVIS Full time

    Requisition Number2232106 Description & Requirements As a Tax Senior Manager at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You provide authentic support to your teammates and construction and real estate clients and communicate...