Senior Tax Strategist, High Net Worth Team
3 weeks ago
At Edward Jones, we're seeking a Senior Tax Strategist to join our High Net Worth team. As a key member of our Wealth Management Advice and Solutions division, you'll play a crucial role in delivering high-quality advice, planning, products, and services to our clients.
As a Senior Tax Strategist, you'll leverage your extensive knowledge of tax planning strategies to support our financial advisors and clients. You'll serve as a subject matter expert for complex cases, communicating effectively with clients and financial advisors to understand their needs and develop tailored solutions.
Key Responsibilities:
- Support lead planners and partner with home office and third-party experts to deliver high-quality advice, planning, products, and services to our high net worth clients.
- Serve as a subject matter expert for complex cases, providing deep technical knowledge and extensive tax planning expertise.
- Communicate effectively with clients and financial advisors to understand their needs and develop tailored solutions.
- 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 our Wealth Management Advice & Solutions 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 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.
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. Visit our career site to learn more about our total compensation approach, which includes benefits, bonuses, and profit sharing.
The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Hiring Minimum: $113,810
Hiring Maximum: $193,785
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