Senior Estate & Tax Planning Strategist
Stifel Financial Corp.
A financial services firm in St. Louis is seeking a Senior Estate & Tax Associate to support their Wealth Planning Department. The role involves analyzing clients' estate plans, researching tax-related issues, and preparing marketing materials. The ideal candidate should have at least 5 years of relevant experience and a Bachelor's degree. A strong understanding of estate and tax planning concepts is essential. This full-time position offers a collaborative environment with a comprehensive benefits package. #J-18808-Ljbffr Stifel Financial Corp.
- ...Financial Group LLC seeks an experienced Tax Strategist at our St. Louis Headquarters to... ...forward-looking federal and state tax planning for clients and financial advisors nationwide... ...while collaborating with CPAs and other senior leaders in a dynamic firm culture...SeniorTax
- Larson Financial Group LLC seeks an experienced Tax Strategist to provide forward-looking federal and state tax planning for clients and advisors nationwide from its St. Louis headquarters. The Tax Strategist will lead tax research, planning, and projections, staying current...SeniorTax
- ...Financial Group LLC is seeking an experienced Tax Strategist to deliver forward-looking federal and state tax planning for clients and financial advisors nationwide.... ...of evolving tax laws. You will collaborate with senior leaders and CPAs, apply tax research, and leverage...SeniorTax
- UB Greensfelder is seeking an Associate Attorney with 3+ years of experience in estate planning and tax for the Trusts & Estates Practice Group in St. Louis. Ideal candidates will possess a Missouri law license and have experience in federal transfer tax matters and estate...SeniorTax
- ...success. What You'll Be Doing The Senior Estate & Tax Associate at Stifel, Nicolaus &... ...("Stifel") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning... ...presentations• Collaborate with the Wealth Strategist Manager, Senior Wealth Strategists,...SeniorTax
$147.4k - $336.8k
EY is seeking a Real Estate Tax Senior Manager who will lead tax planning projects for diverse clients. This role involves analyzing complex tax operations, building client relationships, and supervising a motivated team of professionals. Candidates should have seven to...SeniorTax- SFW Partners, LLC in St. Louis, MO is seeking a talented Senior Accountant for our Tax team to deliver high-quality tax services to a diverse client... ..., perform tax research, analyze notices, assist in planning and projections, and help ensure compliance and accurate...SeniorTaxRemote job
$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... ...for complex issues. You will be expected to lead tax planning projects for a diverse client base, providing up‑to‑the‑minute...SeniorTaxSeasonal workFlexible hours- ...with Precision, Insight, and Purpose The Estates Solutions - Court Orders team plays a vital... ...process maps. Assist with capacity planning. Adopt processes for risk controls (e.g.,... ...Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account...SeniorTaxTemporary workWork at officeHome officeFlexible hours
- ...success meets success. What You'll Be Doing The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on... ...varying wealth profiles. The Wealth Strategist provides estate and tax planning knowledge and consultation in addition to serving as the...TaxWork at office
- ..., LLC, is seeking an experienced tax expert to serve as a designated Tax Strategist at our St. Louis Headquarters. In... ...forward-looking federal and state tax planning for our clients and financial... ...planning. Collaborate with other senior leaders and departments to...TaxWork at office
$95k - $115k
...partnering with a client in the Saint Louis, MO area to identify a Tax Senior Accountant.Summary:This role will support a variety of tax... ...and related calculations* Assist with tax audits, inquiries, planning projects, and special assignments* Help implement tax technology...SeniorTax$70.5k - $105k
A leading science and technology company in St. Louis seeks a Senior Pricing Analyst 1 to act as an internal pricing consultant. You will collaborate with various teams to optimize pricing strategies and develop actionable insights. Candidates should have at least 3 years...Senior- CNA Insurance in St. Louis, MO is seeking an experienced underwriting professional to serve as a senior underwriter within a complex book of business. You will analyze high- risk cases, develop endorsements, price complex risks, and collaborate with agencies and brokers...Senior
- The Cigna Group is seeking a Product Management Senior Advisor in the United States to lead product analysis, growth, and coordination with cross-functional teams, including the sales support group. This role concentrates on FTC compliance and pricing transparency across...SeniorFixed term contract
- ...and build strong referral networks with physicians, the community, and residents’ families. You will develop and implement marketing plans, coordinate admissions and events, conduct tours for prospective residents, and ensure a seamless transition from acute care to post...Senior
- EY in St. Louis seeks a Senior in Applied AI to lead hands-on delivery of AI initiatives, driving value creation for private equity clients and their portfolio companies. You will align timelines, costs, and quality to achieve outstanding outcomes, working embedded with...Senior
- Edward Jones is seeking a Senior Culture of Compliance Consultant to partner with Field Leadership, Compliance, and stakeholders to strengthen integrity and accountability across markets. You will translate regulatory priorities into actionable programs and educate teams...Senior
- Everforth Apex Systems is seeking a Remote Senior IT Asset Management Analyst to oversee hardware assets lifecycle, forecasting, procurement, and governance. The role collaborates with vendors and internal teams to ensure accurate asset tracking, operational efficiency...SeniorRemote job
- Washington University in St. Louis is seeking a Specialist Senior Compliance for hybrid work arrangements. The role provides programmatic support for research ethics and compliance, interprets regulations, advises faculty and staff, and leads training initiatives with...Senior
- A leading financial services firm in St. Louis, MO is hiring a Senior Retirement Plan Consultant (hybrid role) to manage client relationships, develop retirement plans, and drive sales. Ideal candidates will possess strong ERISA knowledge, excellent communication skills...SeniorFlexible hours
- ...compelling analyst briefings and thought leadership. The role emphasizes project management, calendar discipline, and delivering monthly impact reporting, with opportunities to grow into senior responsibilities across our technology practice. #J-18808-Ljbffr PerficientSenior
- HLK is seeking a Senior CX Strategist in Chicago to lead the strategic vision for impactful campaigns. The strategist will manage comprehensive activation plans, ensuring alignment across channels while mentoring junior team members. This role requires a deep understanding...SeniorFlexible hours
- The opportunity As a Senior in Applied AI, you will be at the forefront of building and deploying AI solutions that are pivotal to value creation for private equity clients and their portfolio companies. You will ensure these initiatives are delivered with precision, aligning...Senior
- ...Louis, MO 63104 Position Type: Full Time Position Summary The Senior CX Strategist leads the strategic vision for how and why our campaigns... ...internal teams to translate brand strategies into activation plans designed to achieve defined KPIs and goals. Mentor and guide...SeniorFull timeCasual workWork at officeFlexible hours
- ...Senior Tax AssociateWho We Are: Honkamp, P.C. is a top 10 Midwest CPA and business advisory group. We add value for our clients by providing... ...client base. Responsibilities may include:Assisting in tax planning and compliance for various clientsEnsuring timely and accurate...SeniorTaxSummer work
$140k - $160k
Job Description Summary The Senior Investment Strategist partners with advisors, clients, and prospects to provide confidence, clarity, and insight... ...custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is...SeniorWork experience placementWork at officeLocal area- Husch Blackwell LLP in St. Louis or Phoenix is seeking a Senior Trusts & Estates Tax Professional to support complex estate and fiduciary matters. You will assist attorneys, prepare tax returns, and manage client cases while maintaining high standards of service. The role...SeniorTax
- ...Senior Tax Associate Location: St. Louis, MO Employment Type: Full-Time We are partnered with a Top 10 Midwest CPA and business advisory... ...review tax returns for a diverse client base Assist with tax planning and compliance across multiple industries Conduct tax research...SeniorTaxFull timeSummer workFlexible hours
- ...models. The team works closely with financial advisors, outside tax advisors, and other firm stakeholders to optimize the firm's partnership... ...educational solutions. Develop and manage relationships with senior leaders and key internal stakeholders to deepen their...TaxWork experience placementWork at officeHome officeFlexible hours
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