Plancorp is seeking a Director of Tax Planning to join our growing team in our St. Louis, MO HQ office. Once fully trained, employees may elect a hybrid schedule, with some work done in the office and some at home. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values.

Who We Are:
• Nationally recognized fee-only RIA firm
• St. Louis based; in business for 40 years
• AUM approx. $6 billion
• Serving individuals, families, business owners, non-profit and institutional clients

Position Overview:
Since our founding in 1983, income and estate tax planning has been an integral part of Plancorp’s wealth management services. We are excited to expand this offering to include optional tax preparation and filing for our wealth management clients. The Director of Tax Planning will lead this new offering and manage the related team. In addition to tax preparation, this team will oversee tax planning for Plancorp clients throughout the year. This includes the preparation of quarterly/annual tax projections, research, and related projects.

This position requires critical thinking, managerial and project management skills. Curiosity, the ability to work independently and remain flexible to changing priorities will also contribute to success in this role. As with all positions at Plancorp, specific duties will be adapted to our clients’ needs. In general, in this role you will…

• Manage a small team that we expect grow.
• Identify software solutions and maintain related vendor relationships.
• Prepare and review the following:
o federal, state and local income tax returns for individuals and related entities (trusts, etc.)
o extensions and responses to tax notices as needed.
o quarterly tax estimates and related tax projections.
• Perform research to analyze complex tax issues.
• Collaborate with Plancorp Wealth Management team to recommend tax planning opportunities.
• Coordinate planning recommendations with outside professionals, as needed.
• Expand the client’s trust in Plancorp by providing exemplary customer service.

What you bring:
• Must have a CPA license
• Bachelor’s degree (or higher) in Accounting
• 7 years of related experience including frequent client interaction and management experience.
• Commitment to acting in the clients’ best interests.
• Respect for the confidentiality of client and corporate information.
• Strong analytical and time management skills.
• Strong problem solving, communication and organization skills.
• Positive customer-focused attitude.
• Self-motivated to complete responsibilities in a team environment.

Why Work With Us?
You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes quarterly bonuses, daily catered lunch and free access to a workout facility. People from underrepresented communities are encouraged to apply. We look forward to meeting you!