Tax Analyst II

Edward Jones

Overview:
We are seeking a Tax Analyst II to join our Income Tax team, a core function supporting the firm’s financial reporting and compliance, and partner experience. This role is responsible for assistance with income tax filing and support.

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 of core compliance
Utilize automation and data tools to prepare partnership tax returns and supporting workpapers, ensuring accurate, timely, and scalable compliance processes
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

The Tax Analyst II will prepare and support assigned components of the workstreams above and will continue to develop a strong foundation in U.S. federal and state tax principles. Success in this role requires strong organizational and analytical skills, effective collaboration and communication, attention to detail, and the ability to execute responsibilities in a timely manner.

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