Senior Tax Planning Strategist

3 days ago


Scottsdale, Arizona, United States Edward Jones Full time
About the Role

We are seeking a highly skilled Senior Tax Planning Strategist to join our Wealth Management Consultation team at Edward Jones. As a key member of our team, you will leverage your extensive knowledge of tax planning strategies to serve high-net-worth clients with complex needs.

Key Responsibilities
  • Partner with home office and third-party experts to support financial advisors and deliver high-quality advice, planning, products, and services 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.
  • Serve as a conduit to a third-party tax planning and legal advice service providers to implement tax planning strategies for clients.
  • 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.
Requirements
  • Bachelor's degree in Business, Finance, Accounting, or Law required.
  • Advanced degree preferred.
  • Series 7 and 66 preferred or obtained within 6 months of hire.
  • State Insurance license preferred or obtained within 6 months of hire.
  • CFP required.
  • CFA a plus.
  • 9+ years of experience in the financial services industry preferred.
  • Client-facing experience required.
  • CPA or income tax experience required.
About Us

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.



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