What You'll Be Doing
The Senior Estate & Tax Associate at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department component. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. The Sr Associate assists in drafting detailed analyses of individual clients' estate plans and/or income tax situations, emphasizing the most advanced matters, and creating client-approved marketing and internal reference materials. The Senior Associate also helps the Estate & Tax Planning Services team members prepare for conference calls and presentations with Stifel Financial Advisors and their individual clients.
What We're Looking For
• 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.
What You'll Bring
• 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.
Education & Experience
• 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.)
Licenses & Credentials
• Minimum Required: Ability to Obtain: FINRA Series 7, 66, Life, Health, and Long-Term Care Insurance Licenses.
Systems & Technology
1• Proficient in Microsoft 365.
• BNA Estate & Gift Tax Planner.
• BNA Income Tax Planner.
• WebEx/Zoom.
• Adobe Acrobat.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
