Estate & Tax Associate II

Overview

Join to apply for the Estate & Tax Associate II role at Stifel Financial Corp..

The Estate & Tax Planning Services team functions as a component of Stifel's Wealth Planning Department. The Associate II supports in drafting detailed analyses of individual clients' estate plans and income tax situations, with emphasis on more advanced matters, and in creating client-approved marketing materials and internal reference materials. The Associate II also helps prepare for conference calls and presentations with Stifel Financial Advisors and their clients.

The Estate & Tax Associate II at Stifel, Nicolaus & Company, Inc. supports the Estate & Tax Planning Services team, covering topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning.

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. Marketing, Training, & Education
• 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.

Qualifications

• 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; follow through and accomplish goals, manage expectations, and use firm 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
• Web Ex/Zoom
• Adobe Acrobat

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 safeguarding our clients’ money as if it were our own, our success is tied 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 building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

Stifel offers an entrepreneurial environment, a comprehensive benefits package including health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance