Financial Planning and Tax Strategist
1 month ago
As a Senior Tax Planning Strategist at Edward Jones, you will play a critical role in serving high-net-worth clients with complex financial needs. You will leverage the firm's extensive resources and external partnerships to deliver tailored tax planning solutions, working closely with financial advisors and branch teams to uncover, understand, and articulate client tax planning needs.
Key Responsibilities- Support lead planners 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 subject matter expert for complex cases requiring deep technical knowledge and extensive tax planning expertise.
- Communicate effectively with financial advisors, HNW teams, and clients to gain understanding of client needs, aid in documenting client goals, articulate tax planning strategies and recommendations, and build relationships with clients and financial advisors.
- Facilitate the timely delivery and execution of tax planning advice between third-party service providers and HNW teams.
- Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division, supporting the firm's evolution to deliver ongoing financial planning and asset management services.
- Deep understanding of financial planning concepts and application.
- Deep expertise in complex tax planning strategies for HNW clients.
- Proficiency using financial planning software or tools and interpreting results.
- Bachelor's degree in Business, Finance, Accounting, or Law required.
- ~ 9+ years of experience in the financial services industry preferred.
- ~ CPA or income tax experience required.
At Edward Jones, we value and respect our associates and their contributions, recognizing individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. We are building a place where everyone feels like they belong, and we are committed to creating a positive impact in the lives of our clients and colleagues.
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