Senior Tax Strategist

3 weeks ago


Scottsdale, Arizona, United States Edward Jones Full time
Unlock Your Potential as a Senior Tax Strategist

Are you passionate about helping high-net-worth clients achieve their financial goals? Do you have a deep understanding of complex tax planning strategies and a strong background in financial planning? If so, we invite you to join our team as a Senior Tax Strategist at Edward Jones.

About the Role

As a Senior Tax Strategist, you will partner with our financial advisors and clients to uncover, understand, and articulate tax planning needs. You will serve as a subject matter expert for complex cases, communicating at an appropriate technical level with financial advisors, clients, and internal stakeholders. Your expertise will be leveraged to deliver high-quality advice, planning, products, and services to meet the wealth management and tax planning needs of our high-net-worth clients.

Responsibilities
  • Support lead planners and partner with home office and third-party experts to deliver high-quality advice, planning, products, and services to meet the wealth management and tax planning needs of our high-net-worth clients.
  • Serve as a subject matter expert for complex cases, communicating at an appropriate technical level with financial advisors, clients, and internal stakeholders.
  • Facilitate the timely delivery and execution of tax planning advice between third-party service providers and our high-net-worth team.
  • Lead or actively contribute to key strategic initiatives/projects within and across the Wealth Management Advice & Solutions (WMAS) division, supporting our high-net-worth strategy and team.
Requirements
  • Bachelor's degree in Business, Finance, Accounting, or Law required.
  • Advanced degree preferred.
  • Series 7 and 66 preferred or obtained within 6 months of hire.
  • State Insurance license preferred or obtained within 6 months of hire.
  • CFP required.
  • CFA a plus.
  • 9+ years of experience in the financial services industry preferred.
  • Client-facing experience required.
  • CPA or income tax experience required.
About Us

At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. Join a financial services firm where your contributions are valued, and your career can thrive.



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