High Net Worth Tax Expert

4 days ago


St Louis, Missouri, United States Edward Jones Full time
We're Seeking a High Net Worth Tax Expert to Join Our Team

At Edward Jones, we believe that everyone deserves access to expert financial guidance. As a High Net Worth Tax Expert, you will play a critical role in supporting our high net worth clients by developing and implementing comprehensive tax planning strategies. Your expertise in complex tax planning, including Charitable Remainder Trusts (CRTs), Private Foundations, Donor Advised Funds, and more, will be invaluable in helping clients achieve their financial goals.

To succeed in this role, you must possess a strong analytical mindset, excellent communication skills, and the ability to navigate complex financial situations. A bachelor's degree in Business, Finance, Accounting, or Law is required, along with advanced degrees and relevant certifications. Experience working with High Net Worth clients and proficiency in financial planning software are also essential.

Our competitive salary range is $136,571 - $232,541 per year, and we offer a comprehensive benefits package, including medical, dental, vision, and 401k retirement plans. At Edward Jones, we prioritize diversity, equity, and inclusion, fostering a workplace where associates can grow professionally and personally. We're excited to welcome talented individuals like you to our team
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