Senior Tax Strategist

Senior Tax Strategist Edward Jones - 3.7 Grand Rapids, MI Job Details Full-time $144,000 - $245,100 a year 3 hours ago Qualifications Financial planning software Financial software Bachelor's degree Estate planning Technical Proficiency Tax experience

Full Job Description Job Description:

Team Overview:

The Edward Jones Generations® team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.

What You Will Do:

Support Senior 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 High Net Worth 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. Need to demonstrate ability to understand how upcoming 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 at an appropriate technical level with financial advisors, High Net Worth 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 High Net Worth team to deliver timely advice and customized client deliverables. Connect client's financial plan to their tax and legacy goals. Clearly articulate services to be rendered to 3rd party service providers. Need to ensure that 3rd party advice aligns to EDJ advice and guidance. Facilitate the timely delivery and execution of tax planning advice between the third-party service provider and High Net Worth team. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth 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. Help shape and inform High Net Worth client facing advice and guidance related to complex tax planning as well as provide input on future products and services needed to meet client needs. 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. 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 Awards and Accolades 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.

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

What Could Set You Apart:

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 in a clear and concise manner Ability to lead a client meeting with multiple professionals Exceptional organizational skills Generate innovative solutions by challenging status quo Provide coaching and mentoring to others in the department Ability to understand and interpret how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Current

INTERNAL

home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.