Estate & Tax Associate II

Stifel • Saint Louis, MO

59d

About The Position

The Estate & Tax Associate II at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, which functions as a component of Stifel's Wealth Planning Department. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. The Associate II assists in drafting detailed analyses of individual clients' estate plan and/or income tax situation, with emphasis on more advanced matters, and creating client-approved marketing materials and internal reference materials. The Associate II also helps members of the Estate & Tax Planning Services team prepare for conference calls and presentations with Stifel Financial Advisors and their individual clients.

Requirements

• Strong understanding of relevant estate and tax planning concepts.
• Ability to communicate estate and tax planning concepts in a manner that can be easily understood by financial advisors and clients.
• Quantitative, analytical, and organizational skills.
• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Strong oral and written communication skills, for effective technical and interpersonal interaction with prospects, clients, intermediaries, and colleagues
• Strong Ability to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently
• Minimum Required: Bachelor's degree in business, finance, or related field
• Minimum Required: 3-5 years' of estate and/or tax planning experience (including paralegal, administrative assistant, etc.)
• Minimum Required: Opportunity to Obtain: Series 7, Series 66, and Life, Health, and Long-Term Care Insurance Licenses
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook
• BNA Estate & Gift Tax Planner
• BNA Income Tax Planner
• WebEx/Zoom
• Adobe Acrobat

Responsibilities

• Reviewing and summarizing income tax returns and estate planning documents, including wills, trusts, and powers of attorney.
• Researching federal and state issues relating to estate planning, estate administration, fiduciary income tax, estate tax, and/or income tax.
• Providing daily operational support, as necessary.
• Assisting with creation and maintenance of internal reference materials relating to federal and state estate planning and income tax planning matters.
• Prepare marketing materials, including informational pieces and PowerPoint presentations
• Collaborate with the Wealth Strategist Manager, Senior Wealth Strategists, Wealth Strategists, other Estate & Tax Specialists, and Estate & Tax Associates to continue the development and direction of Stifel's Estate & Tax Planning Services.
• Confer successfully with Stifel Financial Advisors

Benefits

• At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees