Stifel Financial Corp. · 2 months ago
Senior Estate & Tax Associate
US-MO-Saint Louis
Full-time
Onsite
Senior Level
5+ years expStifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and client success. The Senior Estate & Tax Associate will support the Estate & Tax Planning Services team by drafting analyses of clients' estate plans and tax situations, preparing marketing materials, and collaborating with financial advisors to provide support and guidance.
BankingFinanceFinancial Services
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
Assisting with creating and maintaining 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 developing and directing Stifel's Estate & Tax Planning Services
Confer successfully with Stifel Financial Advisors and employees across the company to explain the Estate and Tax Team's services and provide Advisors and employees with the highest levels of support
Coordinate meetings with Estate and Tax Team members, Financial Advisors, and clients/ prospects
Catalog written materials for Financial Advisor access
Coordinate and maintain a written list of Estate and Tax Team policies and procedures
Qualification
Required
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 are essential 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 appropriately; and use the firm's resources efficiently
Minimum Required: Bachelor's degree in business, finance, related field, or equivalent experience
Minimum Required: 5+ years of estate and/or tax planning experience (including paralegal, administrative assistant, etc.)
Minimum Required: Ability to Obtain: FINRA Series 7, 66, Life, Health, and Long-Term Care Insurance Licenses
Proficient in Microsoft 365
BNA Estate & Gift Tax Planner
BNA Income Tax Planner
WebEx/Zoom
Adobe Acrobat
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase