Tax Analyst II: Data-Driven, AI-Enabled Tax

Edward Jones; St. Louis (MO); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical & prescription coverage

Dental & vision

401(k) retirement plan

Paid holidays & vacation

Employee assistance program

Job summary

Edward Jones is seeking a Tax Analyst II to join the Income Tax team. The role supports tax compliance, preparation of tax provisions, and data-driven improvements across U.S. federal/state and Canadian filings for partnerships and C‑corporations.

Ideal candidates have a BA in Accounting/Finance, CPA progression, 2+ years of tax experience, and strong Excel/data skills; public accounting experience is a plus. Located in the St. Louis area or nearby, with office-based work expectations.

Qualifications

• Bachelor’s degree in Accounting or Finance required; CPA or progress toward CPA is a plus.
• Two+ years of relevant tax experience preferred, ideally with complex entities.
• Experience in public accounting is a plus; strong Excel and data handling skills required.

Responsibilities

• Prepare calculations supporting income tax compliance across U.S. federal, state, and Canadian filings for partnerships and C‑corporations.
• Prepare monthly tax accruals and income tax provision calculations.
• Review and validate income tax deliverables to ensure accuracy and completeness.
• Use automation and data tools to prepare partnership tax returns and workpapers; ensure timely, scalable processes.
• Extract, merge, transform, and reconcile data from multiple systems to support ASC 740 calculations, filings, and reconciliations.
• Provide income tax support to partnership accounting and services, respond to inquiries, resolve issues as needed.
• Identify opportunities to improve processes and controls, including AI and automation.

Skills

Excel proficiency

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting/Finance

CPA candidacy / CPA

Tools

Oracle

PeopleSoft Financials

Power BI

Tableau

Alteryx

Job description

Edward Jones is seeking a Tax Analyst II to join the Income Tax team. The role supports tax compliance, preparation of tax provisions, and data-driven improvements across U.S. federal/state and Canadian filings for partnerships and C‑corporations.

Ideal candidates have a BA in Accounting/Finance, CPA progression, 2+ years of tax experience, and strong Excel/data skills; public accounting experience is a plus. Located in the St. Louis area or nearby, with office-based work expectations.