Tax Planning Specialist
7 days ago
We are seeking a highly skilled Senior Strategist to join our Wealth Management Consultation team at Edward Jones. As a key member of our High Net Worth team, you will play a critical role in delivering exceptional client experiences and providing expert tax planning advice to our high-net-worth clients.
Key Responsibilities- Partner with our branch teams to provide ongoing client services, including holistic financial planning, tax and estate planning services, and plan implementation.
- Leverage extensive resources from our home office and external third-party partnerships to serve high-net-worth clients with complex needs.
- Serve as the tax planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate tax planning needs.
- Support lead planner and partner with home office and third-party experts to deliver high-quality Advice, Planning, Products, and Services (APPS) required to meet our 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 at an appropriate technical level with financial advisors, HNW team, and clients to gain understanding of client 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 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.
- Deep understanding of financial planning concepts and application.
- Deep expertise in complex tax planning strategies for high-net-worth clients.
- 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.
We are a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we are committed to building a place where everyone feels like they belong. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported.
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