Senior Tax Strategist, High Net Worth Team

4 weeks ago


St Louis, Missouri, United States Edward Jones Full time
Unlock Your Potential as a Senior Tax Strategist

At Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Tax Strategist on our High Net Worth team, you'll play a critical role in providing expert tax planning advice to our clients with complex financial situations.

Key Responsibilities:

  • Partner with our Financial Advisors and Senior Planners to understand client needs and develop tailored tax planning strategies
  • Collaborate with external experts to implement tax planning solutions and provide ongoing support to clients
  • Communicate complex tax planning concepts to clients and Financial Advisors in a clear and concise manner
  • Stay up-to-date on tax laws and regulations to ensure our clients receive the best possible advice

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including medical, dental, and vision coverage
  • A 401(k) retirement plan and tax-advantaged accounts
  • 15 days of vacation and sick time, plus a paid day for volunteerism
  • Opportunities for professional growth and development

Requirements:

  • Bachelor's degree in Business, Finance, Accounting, or Law
  • Advanced degree preferred
  • Series 7 and 66 licenses required
  • State Insurance license required
  • CFP certification preferred
  • 9+ years of experience in the financial services industry preferred

About Us:

Edward Jones is a Fortune 500 company that values its associates and their contributions. We're committed to creating a workplace where everyone feels like they belong. Join us and discover a career that's built on purpose, innovation, and inclusion.



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