- Accounting degree and 3+ years of accounting experience, which includes tax experience
- CPA is preferred but not required
- Experience working with a lot of different tax forms and vouchers
- General ledger queries/reporting
- Intermediate Excel skills, including VLOOKUPs and formulas
They are responsible for all Edward Jones Asset Management, including Sales & Use Tax.
Who comprises the team? There are five people on the team. Some team members are fully remote, while others work a hybrid schedule. Everyone on the team has an accounting background. There are CPAs and non-CPAs, tax and non-tax accountants. Katie Reznikov will be the main person to train this individual, though others on the team are familiar with some Sales & Use Tax processes and can help if needed.
What is the timeline? They would like to have an offer out and accepted by 11/15/2025.
What will the interview process be for this position? One interview with Katie Reznikov (Analyst Sr., Asset Management) and a follow-up with Sarah Hartig (Director, FIN), if needed. Although Sarah Hartig is the hiring leader of record, Katie Reznikov will be supervising this individual.
What is the reason for the position? The department is working to identify and implement Sales & Use Tax software. Recent changes in work streams have created a need for someone to assist with Sales and Use Tax return filings and associated responsibilities to fill a gap until such time as the software program is operational.
What are the responsibilities of the position?
- Processes all online and paper filings for US states and localities
- Ensure final return copies are saved in the appropriate Sales & Use Tax folders
- Prepare/review payment vouchers
- Assemble vouchers/checks for mailing
- Initiate direct debits with state taxing authorities
- Query information from PeopleSoft
- Establish state payment logins and/or registrations (if applicable)
- Tax research in CCH
- Voucher research in PeopleSoft and Reflex
- Branch and Location research in PeopleSoft
- Assist with Asset Management duties as needed
- Scans and sorts all mail/redirects all emails
- Processes Sales & Use Tax certificate renewals
- Responds to FA inquiries related to Sales & Use Tax certificates
What is the hiring leader looking for in a candidate?
- Accounting degree and 3+ years of accounting experience, which includes tax experience
- CPA is preferred but not required
- Experience working with a lot of different tax forms and vouchers
- General ledger queries/reporting
- Intermediate Excel skills, including VLOOKUPs and formulas
- Ability to work independently and effectively collaborate with team members
- Strong organizational skills
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