HNW Tax Planning Associate

Edward Jones; St. Louis (MO); Hybrid; USD 140,000 - 220,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision coverage

401(k) retirement plan

Bonuses and profit sharing

Job summary

Edward Jones is seeking an experienced Senior Estate Strategist to partner with branch teams in delivering holistic tax and estate planning for high-net-worth clients. You will leverage home office resources and external partners to develop tailored strategies and client-facing materials.

Responsibilities include supporting Senior Tax Strategists, reviewing complex estate planning scenarios, and communicating recommendations to clients and financial advisors.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or Law is required.
• CPA or Masters of Taxation is required.
• Series 7 and 66 are required within 6 months of hire.
• Insurance license required within 6 months of hire.
• CFP® preferred or obtained per firm policy.
• 5+ years in financial services preferred.
• Direct client service experience with HNW clients required.
• Understanding of wealth planning processes and tax/estate planning concepts.

Responsibilities

• Serve as a tax planning expert working with Senior Tax Strategists to address complex needs of HNW clients.
• Collaborate with Edward Jones Trust Company and 3rd parties to deliver holistic strategies.
• Utilize financial planning tools to help clients define goals and tax opportunities.
• Review client tax returns and estate documents to identify planning opportunities.
• Translate complex strategies into client-friendly explanations (verbal and written).
• Support home office and external experts to provide high-quality wealth management advice.
• Communicate with advisors and clients to document goals and recommendations.
• Lead or contribute to strategic initiatives within WMAS and Generations Hub.

Skills

Tax planning

Estate planning

Client service

Communication

Regulatory changes

Education

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

CPA or Masters of Taxation

Series 7 and 66

Insurance license

CFP® preferred

Job description

Edward Jones is seeking an experienced Senior Estate Strategist to partner with branch teams in delivering holistic tax and estate planning for high-net-worth clients. You will leverage home office resources and external partners to develop tailored strategies and client-facing materials.

Responsibilities include supporting Senior Tax Strategists, reviewing complex estate planning scenarios, and communicating recommendations to clients and financial advisors.