Senior Tax Strategist
2 months ago
The Senior Tax Planning Strategist leverages the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs. They serve as the tax planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate tax planning needs. Responsibilities include:
- Support lead planner 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 subject matter expert for complex cases requiring deep technical knowledge and extensive tax planning expertise.
- 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.
- Serve as a conduit to a third-party tax planning and legal advice service providers to implement tax planning strategies for clients. Setting expectations with tax planning/legal service provider, client, financial advisor, and HNW team to deliver timely advice and customized client deliverables. Connect client's financial plan to their tax and legacy goals.
- Facilitate the timely delivery and execution of tax planning advice between the third-party service provider and HNW team.
- Lead or 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.
- Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies.
Hiring Maximum: $193785 Skills/Requirements Knowledge:
- Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
- Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.
- Proficiency using financial planning software or tools and interpreting results
- Deep understanding of financial planning concepts and application
- Deep expertise in complex tax planning strategies for HNW clients
- Bachelor's degree in Business, Finance, Accounting or Law required
- Advanced degree preferred
- Series 7 and 66 required
- State Insurance license required
- CFP® preferred
- 9+ years of experience in the financial services industry preferred
- Client facing experience required
- CPA or income tax experience required
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