Edward Jones · 4 hours ago

Senior Tax Strategist, High Net Worth Team

United States

Full-time

Remote

Senior Level, Lead/Staff

$114K/yr - $194K/yr

9+ years exp

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Responsibilities

Support lead planner and partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our HNW client's 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's 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. Setting expectations with tax planning/legal service provider, client, financial advisor, and HNW team to deliver timely advice and customized client deliverables. Connect client's financial plan to their tax and legacy goals.

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.

Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies.

Qualification

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Financial PlanningTax Planning StrategiesCPASeries 7Series 66State Insurance LicenseFinancial Planning SoftwareClient Facing ExperienceCFP®Business DegreeFinance DegreeAccounting DegreeLaw DegreeAdvanced DegreeComplex Financial ConceptsStrategic Thinking

Required

Bachelor's degree in Business, Finance, Accounting or Law required

Series 7 and 66 required

State Insurance license required

Client facing experience required

CPA or income tax experience required

Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings

Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client

Proficiency using financial planning software or tools and interpreting results

Deep understanding of financial planning concepts and application

Deep expertise in complex tax planning strategies for HNW clients