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.
- Stifel, based in St. Louis, is looking for a Wealth Strategist I to provide estate and tax planning support to Financial Advisors. This role involves analyzing clients' financial situations, delivering consultations, and developing educational materials. Candidates should...Tax
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$147.4k - $336.8k
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Focus Partners is looking for a Senior Investment Strategist in St. Louis, MO. In this role, you will partner with advisors, clients, and prospects to enhance understanding of Focus's investment strategy. Responsibilities include building relationships with advisors, providing...Senior- ...Responsibilities Preparation and review tax returns as it relates to high‑net‑worth individuals... ...as their closely held businesses, trust, estate, and gift tax returns Conduct tax... ...developments as it relates to wealth planning opportunities and strive to maintain up‑to...SeniorTaxLocal areaFlexible hours
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Husch Blackwell is seeking a Private Wealth Senior Counsel in St. Louis, MO. This role... ...experience in designing and implementing estate plans. The ideal candidate will have exceptional... ...closely with clients on wealth management and tax issues. We offer a competitive...SeniorTaxRemote job- ...accounting firm in St. Louis, is seeking a Private Client Services Tax Manager to deliver exceptional service to high net worth... ...degree in Accounting, along with five or more years of relevant tax planning experience. The ideal candidate will also exhibit strong supervisory...SeniorTax
- Armanino in St. Louis is seeking a tax professional to join our growing team. You will prepare and review returns for high-net-worth... ...individuals and their entities, conduct tax research, and identify planning opportunities to align with client goals. With at least 2 years...SeniorTaxFlexible hours
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