Team Leader- Private Wealth Tax Strategy

Edward Jones

About The Position

The Team Leader for Private Wealth Tax Strategy leads a team of tax subject matter experts with advanced designations who support branch teams and complex client engagements. The team helps deliver Edward Jones Generations Private Client Services by identifying and articulating clients’ tax planning needs in partnership with senior planners and financial advisors, and by working with external tax planning and advice providers to develop strategies, recommendations, and implementation support. The role manages day-to-day team operations, including supervisory procedures, standard operating procedures, and risk oversight for work with branch teams and clients. The leader is accountable for business results and for ensuring tax planning recommendations are suitable and aligned with client goals. The position also shapes team strategy, coaches members, contributes tax expertise to firm initiatives, and supports the long-term strategic planning of the HNW Business Segment. Candidates living within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or Law.
CPA certification.
Series 7, 66, and 24 licenses, or ability to obtain them within six months of hire.
Direct client service experience as a member of a high-net-worth client-facing professional team.
Deep subject matter expertise in complex tax planning for high-net-worth clients.
Previous formal leadership experience.
Strong presentation and communication skills.
Personal initiative and ability to collaborate and build relationships.
Ability to lead small groups and present findings clearly and concisely.
Ability to lead client meetings involving multiple professionals.
Ability to understand and interpret how changes in tax laws, legislation, and regulations affect high-net-worth tax planning and client-facing strategies and recommendations.

Nice To Haves

CFP® certification, or willingness to obtain it in accordance with firm policy.
Advanced degree.
Active FINRA licenses.

Responsibilities

Develop and execute team objectives and drive team performance through feedback, training, and coaching in support of department and firm objectives.
Lead strategy and establish guidance for presenting complex concepts in an understandable and actionable way to home-office associates, branch teams, and clients.
Coach team members on tax planning delivery, including collaboration with Generations colleagues, written tax planning summaries, and client interactions.
Serve as an advanced tax planning subject matter expert and translate expertise into strategic initiatives and advanced, client-focused business-building ideas.
Advise on firm strategy and interpret industry rules, regulations, and potential rule changes relevant to the area of expertise, translating them into strategic initiatives.
Present tax expertise to branches through webinars and field-based training meetings, and contribute to content development and formal training programs.
Lead department, division, and firm-wide committees and projects, influencing peers and senior leaders without direct authority.
Manage, create, and ensure adherence to department written supervisory procedures and standard operating procedures concerning public communications, professional designation reviews, and information barriers.
As a Series 24 principal, review and approve client-facing materials for fairness, balance, and accuracy, and evaluate financial planning recommendations for alignment with client goals and suitability given the client's full financial picture.
Support development, maintenance, and modification of the HNW Business Segment’s vision, mission, and long-term strategic plan, including managing the strategic planning process and measuring progress against short-, medium-, and long-term strategies.
Run day-to-day business operations and oversee risk associated with work involving branch teams and clients.
Hold the team accountable for business results and ensure tax planning recommendations are suitable and aligned with client goals.

Benefits

Medical and prescription drug coverage
Dental insurance
Vision insurance
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
Short- and long-term disability coverage at no cost to associates
Basic life and basic AD&D coverage at no cost to associates
401(k) retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Potential eligibility for bonuses and profit sharing
Employee Assistance Program