Accounting Lead, Partnership Accounting

About the role

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.

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.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field required; CPA certification or master’s degree preferred.
• 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.

Qualifications

• Minimum 7 years experience in accounting or financial analysis.

Skills

• Strong analytical and problem-solving skills.
• Ability to manage multiple projects simultaneously.
• Excellent interpersonal and communication skills.
• Proficiency in Microsoft Office Suite, particularly Excel.

Benefits

• Medical and prescription drug coverage.
• Dental and vision coverage.
• Voluntary benefits (accident, hospital indemnity, critical illness).
• Short- and long-term disability coverage.
• Basic life and AD&D coverage.
• 401(k) retirement plan.
• Tax-advantaged accounts (health savings account, flexible spending account).
• Flexible vacation policy starting January 1st of each year.
• Paid holidays and sick time.
• Paid personal days and a paid day for volunteerism.
• Opportunities for bonuses and profit sharing.
• Employee Assistance Program.

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

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.

Edward Jones is an Equal Opportunity Employer

We are committed to creating a diverse and inclusive workplace where everyone feels valued and respected. We celebrate diversity and are proud to provide equal opportunities to all employees and applicants without regard to race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.