Team Leader, Expenditure Management Tax Team-Finance

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

• Responsible for a team of associates within the Expenditure Management Tax team which processes all branch business licenses and property tax payments
• Provide support and leadership to team members to promote high quality performance and associate development.
• Ensure team responsibilities/objectives are completed timely and accurately.
• Participate and/or lead in department and division projects.
• Develop and maintain effective communications and relationships within Finance and across the firm.
• Prioritize, delegate, and understand controls and workflow.
• Effectively communicate both verbally and in writing.
• Responsible for the development and maintenance of department policies and procedures.
• Conduct performance meetings and coach for continuous improvement.
• Identify, propose solutions and implement efficiency improvements.
• Deliver difficult messages to, Financial Advisors, Branch Office Administrators and other associates at the firm within the Accounting Services function.

The health and well-being of our clients, associates, families and communities is our first priority. As part of our commitment to associate well-being, the majority of our associates are working remotely for the foreseeable future. However, this role has traditionally been located on-site in a home office location and may be required to return to that location at some point in the future. Edward Jones is continually evaluating our flexible work arrangements for all of our positions, including this one.

• Bachelor's degree required.
• Minimum of 3+ years of experience in tax accounting field preferred
• Proficient in Microsoft Excel (formulas, V look ups, pivot tables)
• Previous leadership experience considered a plus.

• FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
  • From FORTUNE ©2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
• Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
• 2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
• Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list – the highest ranking among the financial-services industry!
• Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
  • The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified™ organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm’s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

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: