Generations Tax Planning Team Lead

Edward Jones; St. Louis (MO); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

401k retirement plan

Bonuses and profit sharing

Employee Assistance Program

Paid holidays (ten)

Vacation (15 days)

Comprehensive medical/dental/vision

Job summary

Edward Jones in St. Louis, MO seeks a senior tax leader to guide Generations Private Client Services.

You will oversee tax planning for high-net-worth clients, supervise experts, and coordinate with home-office, financial planners, and external partners to deliver tailored strategies. You will lead a team, shape training, ensure compliance with WSPs and SOPs, and drive client-centric recommendations while aligning with firm goals.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or Law.
• CPA required.
• CFP preferred or obtained per firm policy.
• Series 7, 66, and 24 required or to be obtained within 6 months of hire.
• Direct client service experience with HNW clients.
• Deep subject matter expertise in complex tax planning for HNW clients.
• Previous formal leadership experience.

Responsibilities

• Lead a team of tax experts serving branch teams and high-net-worth clients.
• Develop and execute objectives; coach and train team members.
• Present complex tax concepts clearly to home-office, branches, and clients.
• Oversight of external 3rd party tax planning providers and firm strategies.
• Ensure adherence to WSPs, SOPs, and risk controls.
• Drive business results and align recommendations with client goals.

Skills

Presentation skills

Communication skills

Leadership

Collaboration

Client relationship building

Strategic thinking

Mentoring

Education

Bachelor's degree in Business, Finance, Accounting or Law

CPA

CFP®

Series 7/66/24

Job description

Edward Jones in St. Louis, MO seeks a senior tax leader to guide Generations Private Client Services.

You will oversee tax planning for high-net-worth clients, supervise experts, and coordinate with home-office, financial planners, and external partners to deliver tailored strategies. You will lead a team, shape training, ensure compliance with WSPs and SOPs, and drive client-centric recommendations while aligning with firm goals.