Senior Tax Strategist - High Net Worth

Edward Jones • Saint Louis, MO

380d • $136,571 - $232,541

About The Position

The Senior Tax Strategist position at Edward Jones focuses on providing high-net-worth clients with comprehensive tax planning and financial advice. This role is integral to the Wealth Management Advice and Solutions (WMAS) division, where the strategist collaborates with financial advisors and internal stakeholders to deliver tailored wealth management services. The position emphasizes a deep understanding of complex financial planning concepts and the ability to communicate these strategies effectively to clients. The Senior Tax Strategist will leverage extensive resources and partnerships to implement tax strategies that align with client goals, ensuring a holistic approach to wealth management.

Requirements

• Bachelor's degree in Business, Finance, Accounting or Law required.
• Advanced degree preferred.
• Series 7 and 66 required within 6 months of hire.
• Insurance license required within 6 months of hire.
• CFP® preferred or obtained in accordance with firm policy.
• 11+ years of experience in the financial services industry preferred.
• CPA required.
• Direct client service experience as a member of a High Net Worth client-facing professional team 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 tailored solutions for clients.
• 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.

Nice To Haves

• Deep subject matter expertise in complex tax planning for High Net Worth clients.
• Strong presentation and communication skills.
• Personal initiative and ability to collaborate and build relationships.
• Ability to lead small groups and present findings clearly.
• Exceptional organizational skills.
• Ability to generate innovative solutions by challenging the status quo.

Responsibilities

• Support lead planner and partner with home office and third-party experts to deliver high-quality Advice, Planning, Products, and Services (APPS) for High Net Worth clients.
• Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive tax planning expertise.
• Demonstrate understanding of how changes in legislation and regulatory environment may impact High Net Worth tax planning and proposed client strategies.
• Support the implementation of tax planning strategies and recommendations.
• Communicate effectively with financial advisors, High Net Worth team, and clients to understand client needs and document goals.
• Serve as a conduit to third-party tax planning and legal advice service providers to implement tax planning strategies for clients.
• Connect client's financial plan to their tax and legacy goals, ensuring alignment with Edward Jones advice and guidance.
• Lead or contribute to key strategic initiatives/projects within WMAS that support the High Net Worth strategy and team.
• Work in partnership with internal stakeholder groups to ensure proper alignment and continued evolution in partnership with the HNW business segment.

Benefits

• Medical and prescription drug coverage
• Dental and vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage
• Basic life and AD&D coverage
• 401k retirement plan
• Health savings account and flexible spending account
• Paid holidays (10)
• 15 days of vacation for new associates
• Sick time and personal days
• Paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 10,001+ employees