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Senior Tax Strategist, HNW - Hybrid Impact Planning
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-22
Listing for:
Edward Jones
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking a professional to support financial advisors and high net worth clients in tax planning strategies. The role requires a Bachelor's degree in Business, Finance, or Law, along with CPA or Masters of Taxation. Ideal candidates should have extensive experience in financial services and a deep understanding of complex tax strategies. Strong communication and organizational skills are essential, along with the ability to collaborate and drive financial planning initiatives.
This hybrid role requires occasional office presence.
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Position Requirements
10+ Years
work experience
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