Associate Tax Strategist- High Net Worth

Overview

This job posting is anticipated to remain open for 30 days, from 20-Jan-2026. The posting may close early due to the volume of applicants.

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re privately owned and focused on our clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and belonging.

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Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth tax planning? If you answered yes, this could be the right opportunity for you. The Edward Jones Generations® team provides an end-to-end, high net worth client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted third parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.

Senior Estate Strategists leverage the extensive resources of our home office and external partnerships to serve HNW clients with complex needs.

• Associate Tax Strategists leverage the resources of our home office and external third-party partnerships to serve HNW clients with complex needs in the following ways:
• • Serve as a tax planning expert in partnership with the Senior Tax Strategists to uncover, understand, and articulate tax planning needs.
  • Partner with various internal stakeholders and service providers to bring forward holistic strategies and solutions to meet client goals.
  • Leverage the firm’s financial planning tools to help clients define their financial goals and identify tax planning opportunities.
  • Review HNW client tax returns and identify opportunities to implement strategies aligned with client goals.
  • Translate complex planning strategies into explanations clients can understand (verbal and written), including education and trade-offs for each proposed strategy.

Additional Responsibilities include:

• Support Senior Tax Strategists and partner with home office and third-party experts to deliver high-quality advice, planning, products, and services (APPS) to meet HNW clients’ wealth management and tax planning needs.
• Serve as a tax planning subject matter expert. Demonstrate the ability to understand how upcoming changes in legislation and regulatory environments may impact HNW tax planning and proposed client strategies. Support the implementation of tax planning strategies and recommendations.
• Communicate at an appropriate technical level with financial advisors, HNW team, and clients to understand client needs, document client goals, articulate tax planning strategies and recommendations, identify expertise needed, and build relationships.
• Facilitate the timely creation of tax planning deliverables including tax return reviews and scenario modeling.
• Contribute to key strategic initiatives across Wealth Management Advice & Solutions (WMAS) to support our HNW strategy and team in collaboration with stakeholders.

• Bachelor’s degree in Business, Finance, Accounting or Law required
• CPA or Masters of Taxation required
• Series 7 and 66 required within 6 months of hire
• Insurance license required within 6 months of hire
• CFP® preferred or obtained per firm policy
• 5+ years of experience in the financial services industry preferred
• Direct client service experience as a member of a HNW client-facing professional team required
• Understanding of Financial Advisor and Branch Team Support processes including Core Wealth, Banking, and Financial Planning offerings
• Ability to interpret and leverage firm guidance to support the branch in creating tailored solutions
• Proficiency with financial planning software or tools and…