Senior Tax Strategist, High Net Worth Team
4 weeks ago
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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