Tax Strategy Team Lead – HNW Advisory

Edward Jones; Tempe (AZ); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, vision coverage

Paid holidays and vacation

Job summary

Edward Jones is hiring a Tax Planning Team Leader in Tempe, AZ to oversee Generations Private Client Services’ advanced tax work for high-net-worth clients. You will lead a team of tax experts, coordinate with senior planners and financial advisors, and oversee external providers to deliver tailored tax strategies.

Requires CPA, Series 7/66/24, and proven leadership. You will drive client impact while ensuring compliance and high-quality communications with branches and clients.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or Law required.
• CPA required.
• CFP preferred or obtained in accordance with firm policy.
• Series 7, 66, and 24 required or must be obtained within 6 months of hire.
• Direct client service experience as a member of a HNW client-facing professional team required.
• Deep Subject Matter expertise in complex tax planning for HNW clients.
• Previous formal leadership experience required.
• Strong presentation and communication skills.
• Personal initiative and ability to collaborate and build relationships.
• Ability to lead small groups and present findings clearly.
• Ability to lead a client meeting with multiple professionals.
• Ability to understand and interpret tax law changes and regulatory updates.

Responsibilities

• Lead a team of tax subject matter experts to support branch teams and complex client engagements.
• Present complex concepts in an understandable and actionable manner to home-office associates and clients.
• Coach team members on tax planning delivery and collaboration with Generations colleagues.
• Translate tax planning insights into strategic initiatives across business areas.
• Oversee WSPs and SOPs and ensure risk oversight in client interactions.
• Lead committees and projects and influence peers and senior leaders.
• Ensure compliance with rules and accurate, fair client-facing materials.
• Support strategic planning and measure progress against goals.

Skills

Leadership

Communication

Tax planning

Client service

Strategic thinking

Presentation

Team coaching

Regulatory knowledge

Cross-functional collaboration

Financial services experience

Education

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

CPA

CFP® preferred

Series 7, 66, and 24

Job description

Edward Jones is hiring a Tax Planning Team Leader in Tempe, AZ to oversee Generations Private Client Services’ advanced tax work for high-net-worth clients. You will lead a team of tax experts, coordinate with senior planners and financial advisors, and oversee external providers to deliver tailored tax strategies.

Requires CPA, Series 7/66/24, and proven leadership. You will drive client impact while ensuring compliance and high-quality communications with branches and clients.