Senior Estate & Tax Associate

What You'll Be Doing

• Supports the Estate & Tax Planning Services team
• Drafts detailed analyses of individual clients' estate plans and/or income tax situations
• Creates client-approved marketing and internal reference materials
• Assists in preparing for conference calls and presentations with Stifel Financial Advisors and their individual clients

What We're Looking For

• Reviewing and summarizing income tax returns and estate planning documents
• 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
• Aiding in the creation and maintenance of internal reference materials
• Preparing marketing materials, including informational pieces and PowerPoint presentations
• Collaborating with the Estate & Tax Planning Services team members, Wealth Strategist Manager, Senior Wealth Strategists, Wealth Strategists, other Estate & Tax Specialists, and Estate & Tax Associates
• Conferencing with Stifel Financial Advisors and employees across the company to explain the Estate and Tax Team's services and provide support
• Cataloging written materials for Financial Advisor access
• Coordinating meetings with Estate and Tax Team members, Financial Advisors, and clients/potential clients
• Maintaining a written list of Estate and Tax Team policies and procedures

What You'll Bring

• Strong understanding of relevant and sophisticated estate and tax planning concepts
• Ability to communicate advanced estate and tax planning concepts in a manner that financial advisors and clients can easily understand
• Quantitative, analytical, and organizational skills
• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or problem approaches
• Strong oral and written communication skills for effective technical and interpersonal interactions
• Strong ability to organize, prioritize, and manage multiple tasks, responsibilities, and deadlines; follow through and accomplish goals; manage expectations appropriately; and use the firm's resources efficiently

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

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. Stifel is an Equal Opportunity Employer.