Senior Estate & Tax Planning Advisor

Stifel Financial Corp.; Missouri; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Wellness initiatives

Paid time off

Job summary

A global wealth management firm in Missouri is seeking a Senior Estate & Tax Associate to support their Estate & Tax Planning Services. The role involves reviewing tax returns, researching estate issues, and preparing marketing materials. Ideal candidates have at least 5 years of experience in estate planning and a strong understanding of relevant concepts. This position offers a comprehensive benefits package and opportunities for professional development.

Qualifications

• 5+ years of experience in estate and/or tax planning, including relevant roles.
• Ability to obtain FINRA Series 7, 66, Life, Health, and Long-Term Care Insurance Licenses.

Responsibilities

• Support the Estate & Tax Planning Services team with client analyses.
• Review income tax returns and estate planning documents.
• Research federal and state estate planning issues.
• Prepare marketing materials for client presentations.

Skills

Analytical skills

Organizational skills

Communication skills

Estate and tax planning knowledge

Education

Bachelor's degree in business or finance

Tools

Microsoft 365

BNA Estate & Gift Tax Planner

BNA Income Tax Planner

WebEx/Zoom

Adobe Acrobat

Job description

A global wealth management firm in Missouri is seeking a Senior Estate & Tax Associate to support their Estate & Tax Planning Services. The role involves reviewing tax returns, researching estate issues, and preparing marketing materials. Ideal candidates have at least 5 years of experience in estate planning and a strong understanding of relevant concepts. This position offers a comprehensive benefits package and opportunities for professional development.