Lead Tax Planning for HNW Wealth Clients

Edward Jones; St. Louis (MO); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

401k

Health benefits

Bonuses

Paid holidays

Job summary

Edward Jones is seeking a tax team leader to support branch teams and complex high-net-worth client engagements. You will oversee tax planning, coordinate with external partners, and ensure alignment with client goals and regulatory requirements.

The role requires CPA, Series 7/66/24 within 6 months, and proven leadership in client service. You will interact with home-office and field teams, driving strategic initiatives and best practices.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or Law is required.
• CPA certification is required.
• CFP designation is preferred or obtained per firm policy.
• Series 7, 66, and 24 are required or must be obtained within 6 months of hire.
• Direct client service experience with high-net-worth clients is required.
• Strong presentation and communication skills are essential.
• Ability to lead teams and collaborate with cross-functional partners.

Responsibilities

• Lead tax subject matter experts to support branch teams and complex client engagements.
• Provide tax planning strategies and oversee external service providers.
• Run day-to-day operations ensuring SOPs and risk controls are followed.
• Ensure tax planning recommendations align with client goals and comply with regulations.
• Present to branches and field-based training audiences via webinars and meetings.
• Drive department and firm-wide committees and strategic initiatives.
• Manage written supervisory procedures and information barriers.
• Contribute to vision and strategic planning with senior leadership.
• Guide cross-team projects and influence outcomes without formal authority.

Skills

Leadership

Communication

Client relationships

Presentation

Collaboration

Education

Bachelor's degree in Business/Finance/Accounting/Law

CPA

CFP preferred

Job description

Edward Jones is seeking a tax team leader to support branch teams and complex high-net-worth client engagements. You will oversee tax planning, coordinate with external partners, and ensure alignment with client goals and regulatory requirements.

The role requires CPA, Series 7/66/24 within 6 months, and proven leadership in client service. You will interact with home-office and field teams, driving strategic initiatives and best practices.