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Wealth Management

High Net Worth Tax Strategy Lead

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a professional to support High Net Worth clients with comprehensive financial and tax planning strategies. This role requires strong expertise in tax planning, a Bachelor's degree, and a CPA or Masters of Taxation. The position offers competitive pay and a comprehensive benefits package, fostering a work/life balance. In addition, the role demands significant client interaction and the potential for strategic initiatives within wealth management.

Work location is hybrid, with in-office requirements three days a week.
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