Partnership Accounting Lead

Job Description

The Partnership Accounting team plays a critical role in driving the accuracy, integrity, and overall success of our partnership accounting function. This team is at the forefront of high-complexity work, supporting Limited Partnership offerings and delivering meaningful impact across the business.

In this highly visible role, you will be part of a dynamic team that navigates complex accounting processes, delivers exceptional, high-quality results, and continuously seeks innovative ways to enhance efficiency and effectiveness. Beyond execution, you'll have the opportunity to influence key business decisions by developing valuable insights that help shape executive-level strategy across our partnership portfolio.

Key Responsibilities

• Proactively identify gaps, inefficiencies, and emerging risks within partnership accounting processes, and lead improvements that enhance accuracy, timeliness, and the overall partner experience.
• Inspire and develop a high-performing team by providing coaching, mentorship, and thoughtful feedback to Analysts and Senior Analysts, cultivating both technical expertise and career growth.
• Design, execute, and optimize complex calculation models across multiple partner offerings, ensuring alignment with broader business objectives and firm-wide initiatives.
• Act as a trusted subject matter expert and escalation point, navigating complex partner scenarios and interpreting partnership agreements to deliver clear, effective solutions.
• Partner cross-functionally with teams including Income Tax, Legal, Treasury, Digital, and external stakeholders to solve challenges, drive transparency, and create value in a fast-paced, collaborative environment.
• Champion continuous improvement by leveraging data and insights to streamline processes and elevate the overall impact of the partnership accounting function.

Company Description

Join 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.

Awards and Accolades

At 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
• Check out our Canadian awards and accolades

Equal Opportunity Employer

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.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field required; CPA certification or master's degree preferred.
• Minimum 7 years experience in accounting or financial analysis.
• Advanced Excel skills, including complex formulas and financial modeling.
• Excellent organizational skills and attention to detail.
• Strong verbal and written communication skills; comfortable interacting with partners and senior stakeholders.
• Familiarity with partnership tax concepts is preferred.
• Experience with automation tools (e.g., Power Query, Power BI, and Tableau) is highly desirable.

Work Location Policy

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 four days per week effective June 1, 2026. Before June 1, 2026, 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.