• Senior Tax Strategist

    Edward Jones (Scottsdale, AZ)
    …sets of Edward Jones products and services, and ongoing reporting and support. Senior Tax Strategists leverage the extensive resources of our home office ... needs in the following ways: + Serve as a tax planning expert in partnership with the senior...on-track to meet their goals + Ability to review High Net Worth client tax returns and… more
    Edward Jones (12/08/24)
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  • Senior Estate Strategist

    Edward Jones (Scottsdale, AZ)
    …and mentoring to others in the department + Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity...to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties,… more
    Edward Jones (12/08/24)
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