Senior Tax Strategist

4 days ago


Fall River, Massachusetts, United States Edward Jones Full time
Unlock Your Potential as a Senior Tax Strategist

Are you passionate about helping high net worth clients achieve their financial goals? Do you have a deep understanding of complex tax planning strategies? If so, we invite you to join our team at Edward Jones as a Senior Tax Strategist.

About the Role

As a Senior Tax Strategist, you will be responsible for providing expert tax planning advice to our high net worth clients. You will work closely with our financial advisors and other stakeholders to understand the client's needs and develop tailored tax planning strategies. Your expertise will be essential in helping our clients navigate complex tax laws and regulations, ensuring they achieve their financial objectives.

Key Responsibilities

• Support lead planners and partner with home office and third-party experts to deliver high-quality advice and services to our high net worth clients.
    • Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive tax planning expertise.
    • Communicate effectively with financial advisors, clients, and other stakeholders to understand client needs, articulate tax planning strategies, and build relationships.
    • Facilitate the timely delivery and execution of tax planning advice between third-party service providers and our team.
    • Lead or actively contribute to key strategic initiatives and projects within the Wealth Management Advice & Solutions division, supporting our high net worth strategy and team.

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.
    • CPA or income tax experience required.
    • 9+ years of experience in the financial services industry preferred.
    • Client-facing experience required.

About Edward Jones

At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. Join us and be part of a team that is dedicated to helping our clients achieve their financial goals.

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