Senior Financial Planner - Tax-Smart Family Wealth
Plancorp Wealth Management
A leading financial advisory firm in St. Louis seeks a Senior Financial Planner with strong tax planning expertise. This position focuses on developing customized financial strategies for high-net-worth families. The ideal candidate will have a Bachelor’s degree and a CFP® or CPA designation, alongside 4+ years of relevant experience. Responsibilities include conducting tax reviews, collaborating with clients and advisors, and mentoring junior planners. The role offers a hybrid working environment with a comprehensive rewards package. #J-18808-Ljbffr Plancorp Wealth Management
- The Family Office Team is seeking a highly experienced Senior Financial Planner with a strong background in tax planning and wealth management. This role is ideal for a dynamic professional eager to provide comprehensive financial solutions to high-net-worth families, integrating...SeniorTaxWork at officeLocal area
- ...attorney for a highly regarded Missouri law firm. You will advise high-net-worth individuals, families, and business owners on sophisticated estate planning, wealth transfer, and tax strategies, with opportunities to deepen technical expertise and develop a long-term...SeniorTax
$133.37k - $156.9k
...serve to make better and smarter financial decisions and enabling the... ...attorney to join the Law Division’s Wealth Management & Investment... ...requirements, and applicable tax law, to provide clear, actionable... ...designed to help you and your family boost your health, protect your...SeniorTaxFull timeLocal area3 days per week- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions...Senior
- Windward Recruiting is seeking an experienced Wealth Manager to provide comprehensive wealth management advice and build... .... This role partners closely with individuals and families to develop personalized financial strategies and help clients make the most informed decisions...Senior
- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with... ...conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team...SeniorTaxLocal areaOverseas
$97.3k - $178.3k
...in serving the global financial services marketplace and... ...Banking and Capital Markets, Wealth and Asset Management... ...relationships with senior stakeholders, inspire cross... ...breaks, Personal/Family Care, and other leaves... ...assurance, consulting, tax, strategy and transactions...SeniorTaxSummer holidayFlexible hours3 days per week$70k - $80k
Position Summary Focus Partners Wealth is seeking an Associate Wealth... ...active participation in the financial planning process. Responsibilities... ...retirement, risk management, tax, estate, and investment... ...integrated wealth management, family office, and business management...TaxWork at officeLocal area$77k - $214k
...At PwC, our people in tax services focus on providing advice and... .... You will review and analyse financial data, prepare and file tax returns... ...increased efficiencies. As a Senior Associate you shall analyze... ...holiday pay, vacation, personal and family sick leave, and more. To view...SeniorTaxH1b$77k - $214k
...At PwC, our people in tax services focus on providing advice and... .... You will review and analyse financial data, prepare and file tax returns... ...creative tax solutions. As a Senior Associate you will analyze... ...holiday pay, vacation, personal and family sick leave, and more. To view...SeniorTaxH1b- ...hands-on Chief Investment Officer to coach the investment function and engage directly with family clients across generations. This working CIO role focuses on asset allocation, tax timing, liquidity management, and governance across a complex family-office ecosystem....TaxWork at office
$137k - $163k
...about helping people find financial safety and success,... ...a leading provider of wealth management services including... ...planning, estate and tax planning, investment... ...Advisors while serving as a senior advisor on complex... ...-net-worth clients and families. This role partners closely...TaxFull timeShift work- Larson Financial Group, LLC in St. Louis is seeking a Senior Financial Planner to provide high-touch financial planning and exceptional client service. You will work closely with clients to develop tailored plans, prepare meetings, and collaborate with advisors to ensure...Senior
- ...Credit Underwriter - Custom Mortgage - Global Wealth & Investment Management Charlotte,... ...guided by a common purpose to help make financial lives better through the power of every connection... ...as balance sheets, income statements, tax returns, and liquidity statements....SeniorTaxWork at officeFlexible hoursShift workDay shift
- ...You'll Be Doing The Senior Estate & Tax Associate at Stifel,... ...team, a Stifel's Wealth Planning Department component... ...simple and complex financial planning, estate... ...BNA Estate & Gift Tax Planner.• BNA Income Tax Planner... ...to helping families, companies, and municipalities...SeniorTax
$140k - $160k
A premier advisory firm is seeking a Tax Senior Manager or Director ready to transition into an advisory-focused role. You’ll work closely with high-net-worth clients and oversee complex tax solutions while managing and mentoring teams. The position offers flexible work...SeniorTaxFlexible hours$93k - $109k
...It’s about helping people find financial safety and success, helping... ...has been a leading provider of wealth management services including... ...financial planning, estate and tax planning, investment management... ...compensation range is for the Senior Systems Administrator - CTC job...SeniorTaxFull timeWork at officeShift work- ...your passions, work, and family & friends can overlap.... ...access to a network of smart and supportive people,... ...your ideas. As a Senior Associate, you will... ...analytical skills to evaluate financial data and relationships.... ...entities provide tax, advisory, and business...SeniorTaxContract workWork at officeLocal areaFlexible hours
$104k - $150k
...Data Analyst Senior CLA is a top 10 national professional... ...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ..., public accounting, financial consulting, computer science... ...CLA To support our CLA family members, we focus on their...SeniorTax$140k - $160k
...-worth individuals and families—many of whom span multiple... ...count on the team for smart, forward-thinking strategies around income tax, estate planning,... ...for an experienced Tax Senior Manager or Director who... ...teams on tax returns, financial statements, and related...SeniorTaxWork at officeRemote work3 days per week- ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...seeking a Resource Planning Senior . This role is responsible... ...at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-...SeniorTaxTemporary workFor contractors
$65.1k - $117k
...through industry‑focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...is currently seeking a Senior, to join our CAAS (Healthcare... ...understands, and reviews financial statements (basic to complex... ...at CLA To support our CLA family members, we focus on their...SeniorTaxWork at office- ...focuses on the full lifecycle of wealth: accumulation → distribution →... .... Job Description As a Financial Advisor, you will help high-net worth individuals, families, and business owners navigate... ...strategies, partner with specialists (tax, estate, risk), and leverage...Tax
- ...where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately... ...to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending...SeniorTaxTemporary workFlexible hours
- ...Senior Tax Planning Advisor - CPA The Senior Tax Planning Advisor... ...- CPA is a key member of the Financial Planning Team and is responsible... ...-net-worth individuals and families. While this role requires strong... ...financial advisors or wealth management firms Exposure...SeniorTaxWork experience placementWork at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...Certified Financial Planner® licensing support2... ...benefits at every stage of family planning #LI-Onsite... ...contractors3 for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company® (NMWMC...TaxFull timeContract workFor contractorsWork at office- ...At Larson Financial Group, LLC, we are committed to helping our clients build a secure... ...future. Our team delivers comprehensive wealth management services with a... ...touch, and we’re looking for a dedicated Senior Financial Planner to join our growing St. Louis office....SeniorTemporary workWork experience placementWork at office
$84k - $110k
...net‑worth individuals, their families, family offices, C‑Suite... ...other people with complicated tax and financial structures. The Private Client... ...(GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred... ...employees the chance to grow their wealth over time as their shares...SeniorTaxPrivate practiceWork at office$75k - $100k
...Senior Accountant | St. Louis, MO We're currently partnered with a... ...engagements Preparing various tax returns (corporate, partnership... ...understanding of GAAP, GAAS, and financial reporting Excellent... ...relationships and engagement ownership Family-oriented, team-driven culture...SeniorTax$132.7k - $303.2k
...leader in serving the global financial services marketplace and the only... ...Banking and Capital Markets, Wealth and Asset Management,... ...professionals providing dedicated tax technical services to both US... ...entrepreneurs to investors and families, you’ll use your experience and...SeniorTaxWork experience placementSummer holidayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner - Tax-Smart Family Wealth. Be the first to apply!
- financial advisor training program Saint Louis, MO
- financial planning assistant Saint Louis, MO
- estate planning consultant Saint Louis, MO
- associate leveraged finance Saint Louis, MO
- financial advisor development program Saint Louis, MO
- wealth advisor Saint Louis, MO
- financial planner cfp Saint Louis, MO
- financial consultant Saint Louis, MO
- financial counselor Saint Louis, MO
- senior financial advisor Saint Louis, MO


