Consultant - Partnership Accounting

Job Description : Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus : serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.Job OverviewPosition Schedule : Full-TimeThe Partnership Accounting area focuses on maximizing the value to each partner type at Edward Jones (General Partners, Subordinated Limited Partners, Limited Partners, Service Partners and Joint Venture Service Partners) by providing both proactive and reactive support, guidance and education.As a Partnership Consultant and key member of the Partnership Accounting area, you will be responsible for providing world class service to the firm's partners. Additionally, you will play an integral role in informing how we communicate with and educate partners.The Partnership Consultant will : Support escalated and complex situations regarding any of the partner types which may include delivering sensitive messages and guidance about : Partner earningsRetirement savings optionsTax planningEligibility for offeringsHolding appointments with FAs and their CPAs to help FAs make informed decisions regarding the opportunity to become Service Partners or Joint Venture partners.Use complex problem-solving and critical thinking skills to resolve situationsStrive to continually build and deepen their business acumen / knowledge of each of the partner types in order to be a subject matter expert.Create education and communication material to raise the level of understanding of each partner type. Partnership Consultants will create and host webinars.Draw information from multiple sources to identify, analyze, and resolve complex needs.Keep up to date on changes in tax laws, partnership agreements, processes or information necessary to do the job. Identify trends, insights and needs of partners, proposing solutions and implementing changes.Act as a resource for other associates.Act as a trainer for new associates by building and maintaining the training material and topical resources.Utilize in-depth knowledge of department topics to research questions which vary in detail and level of complexity.Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum : $70659Hiring Maximum : $116516Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at : dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Job OverviewSkills / RequirementsA Bachelor's Degree is required with an emphasis in Accounting or Finance strongly preferred. A Business degree is acceptable. CPA or international country equivalent (CA, CGA, or CMA) or working towards designation is a plus. 2-6 years of relevant work experience is required (Customer service, accounting, financial services industry, or Edward Jones experience). Excellent verbal and written communication skills are required. Demonstrates expertise in world class service attributes, including professionalism, reaching agreement and customization, and spirit of caring. Must be able to respond to callers with appropriate tone, organized thoughts, and confidence.Must be able to respond to written correspondence in a clear, succinct manner using correct grammar, spelling and format.Capable of assisting the leader in managing workflow and can act in a leadership capacity in the absence of a leaderMust be able to multi-task and follow-up appropriately to take issues to resolution. Must be able to work in a fast-paced, team-oriented environment and quickly learn and apply new information. Strong computer skills, including effective use of Microsoft Office applications are required. Strong organizational and time management skills are required. Confidentiality : Ability to keep personal information (compensation, benefits, personal considerations, etc.) confidential.Please note : Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Read More About Skills / RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades : Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.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.#LI-HO

Salary : $116,516