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Senior Tax Strategist - High Net Worth Tax Planning Leader

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-06-10
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Edward Jones in West Palm Beach is seeking a professional with expertise in complex tax planning to support high net worth clients. The role involves collaboration with financial advisors and third-party experts to deliver comprehensive wealth management and tax strategies.

A Bachelor's degree and CPA or Master of Taxation is required, with a preference for 11+ years of experience in financial services. Strong organizational and communication skills are essential.

Competitive compensation and benefits are provided, including medical, retirement plans, and paid time off.

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Position Requirements
10+ Years work experience
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