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Senior Tax Planning CPA — Wealth Strategy Advisor

Job in Clayton, St. Louis County, Missouri, USA
Listing for: Benjamin F Edwards & Co
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below

Benjamin F Edwards & Co in Clayton, MO is seeking a Senior Tax Planning Advisor – CPA. This key role involves developing proactive tax planning strategies for high-net-worth individuals. Candidates should have strong experience in individual tax return preparation and a passion for tax planning, analysis, and strategy development.

The ideal candidate will effectively communicate complex tax concepts to clients and collaborate with Financial Advisors, ensuring alignment with client goals. A comprehensive benefits package including health and retirement is provided.

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Position Requirements
10+ Years work experience
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