Associate Tax Strategist- High Net Worth

Overview

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up sts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals.

Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

Position Schedule: Full-Time

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.

Team Overview

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 to these questions, this could be the right opportunity for you! The Edward Jones Generations® team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd 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 3rd party partnerships to serve HNW with complex needs.

• Associate Tax Strategists leverage the extensive resources of our home office and external 3rd 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, such as the Edward Jones Trust Company, to bring forward holistic strategies and solutions to meet client goals
• Leverage the firm's full suite of financial planning tools to help clients define their financial goals, and identify tax planning opportunities.
• Ability to review HNW client tax returns and identify opportunities to implement strategies that better align to client goals related to tax planning.
• Expected to translate complex planning strategies in a way that clients can understand (both verbal and written) including education and trade-offs for each proposed strategy.

Additional Responsibilities

• Support Senior Tax Strategists and partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our HNW client's wealth management and tax planning needs.
• Serve as a tax planning subject matter expert. Demonstrate ability to understand how upcoming changes in legislation and regulatory environment 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 gain understanding of client's needs, aid in documenting client goals, articulate tax planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors.
• Facilitate the timely creation of tax planning deliverables including tax return reviews and scenario modeling.
• Actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our HNW strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.

Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Hiring Minimum: $120000

Hiring Maximum: $204300

What Experience You Need

• 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 6 months of hire
• CFP® preferred or obtained in…