Senior Tax Strategist - High Net Worth

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Posting Location

Arizona, Tempe, Florida, West Palm Beach, Michigan, Grand Rapids, Missouri, St. Louis, Texas, Dallas

Company Description

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. 

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. 

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
 

External Flexible Work Option(s)

Hybrid, Remote

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong.  We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Search Headquarters Positions by Area of Interest

Investment Products and Strategy

Position Requirements

What Experience You Need:

• Bachelor's degree in Business, Finance, Accounting or Law required
• CPA or Masters of Taxation required
• Series 7 and 66 required within 6 months of hire
• Insurance license required 6 months of hire
• Ability to travel up to 10% to target markets
• CFP® preferred or obtained in accordance with firm policy
• 11+ years of experience in the financial services industry preferred
• 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 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 including but not limited to Charitable Remainder Trusts (CRTs), Private Foundations, Donor Advised Funds, Trust taxation, Roth conversion analysis, pass through entity taxation, 1031 Exchanges, Deferred sales trusts, equity based compensation, net unrealized appreciation, considerations for business sales, etc.
  • Ability to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goals
  • Familiarity with implementation of these strategies for High Net Worth clients
• Ability to review client tax returns, gift/estate tax returns, personal financial statement, and other legal documents i.e. shareholder agreements, business agreements, executive compensation plans, partnership agreements, etc. and identify tax planning opportunities
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