Wealth Strategist

We are seeking a highly skilled Wealth Strategist to join our team at JFS Wealth Advisors. As a key member of our financial planning team, you will be responsible for providing expert tax and financial planning advice to high-net-worth clients.

1. Research and Provide Solutions: Conduct in-depth research to identify creative solutions to complex tax and financial planning issues, and coordinate implementation with relevant professionals.
2. Technical Expertise: Serve as a technical expert for high-net-worth client relationships, providing tax planning, trust, and estate planning expertise, and working closely with other JFS technical experts.
3. Tax Services: Prepare and review year-end tax planning arrangements, complete tax returns, and review and sign tax returns prepared by other staff members.
4. Tax Return Signor: Provide final review and take overall responsibility for the quality and accuracy of tax returns prior to submission to the IRS and state and local taxing authorities.
5. Monitor Tax Law and Financial Planning Changes: Stay up-to-date with tax law and financial planning changes, and translate these changes into actionable strategies for JFS advisors and staff.
6. Communicate Advanced Financial Planning and Tax Topics: Educate JFS advisors and staff on advanced financial planning and tax topics, and contribute to internal financial planning newsletters and client communications.
7. Mentorship and Team Collaboration: Provide coaching and guidance to junior members of the team, and contribute to a collaborative and supportive work environment.

To be successful in this role, you will need:

• A Bachelor's degree in accounting or finance, with a minimum of 8 years of experience in financial planning, tax planning, and preparation.
• Enrolled Agent, CPA, or CFP certification, with a strong understanding of tax law and financial planning principles.
• Excellent communication and interpersonal skills, with the ability to work effectively with high-net-worth clients and internal stakeholders.

JFS Wealth Advisors offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply for this exciting opportunity.