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Wealth Management

Senior Tax Strategist — HNW Wealth & Tax Planning

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-03-01
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 leading financial services firm in the United States is seeking a knowledgeable financial advisory professional to support High Net Worth clients and manage complex tax planning strategies. The role involves collaboration with internal teams and third-party experts to enhance client services while ensuring compliance with evolving regulations. Candidates must have extensive experience in financial services, particularly in tax planning, and possess relevant qualifications such as a CPA or Master's degree.

The firm offers a comprehensive benefits package and values work-life balance.
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Position Requirements
10+ Years work experience
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