Partnership Accounting Lead

Edward D Jones & Co LP

Tempe, AZ

JOB DETAILS
SKILLS
Accounting, Accounting Policies, Alliance/Partner Management, Automation, Blog, Certified Public Accountant (CPA), Coaching, Communication Skills, Continuous Improvement, Cross-Functional, Customer Relations, Detail Oriented, Finance, Financial Analysis, Financial Modeling, Financial Services, Flexible Spending Accounts, Fortune 500 Customers, Income Tax, Legal, Mentoring, Organizational Skills, Power BI, Presentation/Verbal Skills, Process Development, Process Improvement, Tableau, Tax Planning, Team Player, Treasury, Writing Skills
LOCATION
Tempe, AZ
POSTED
28 days ago

This job posting is anticipated to remain open for 30 days, from 19-May-2026. The posting may close early due to the volume of applicants.

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.

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.

In this role, you will:

  • 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.
  • 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.

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.

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: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.

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.

About the Company

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Edward D Jones & Co LP