Tax Manager

Plancorp is seeking a Tax Manager to join our growing team. 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. $8billion 

• 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 have expanded this offering to include optional tax preparation and filing for select wealth management clients and have continued to enhance our estate planning capabilities. 

The Tax Manager leads the tax compliance offering and manages the related team. In addition to tax preparation, this team works with advisors on tax planning for Plancorp clients throughout the year. This includes the preparation of quarterly/annual tax projections, research, and related projects. The Tax Manager also assists clients in developing and implementing strategies for the efficient and effective transfer of wealth across generations while minimizing potential tax burdens and ensuring that non-tax goals and objectives are met. This includes working with our internal team and directly with clients to help with estate plan strategy and design as well as guiding staff in the use of technology platforms to summarize and visualize client estate plans. 

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 to grow. 

• Identify software solutions, lead software implementation and training and maintain related vendor relationships. 

• Prepare and review the following: 

• federal, state and local income tax returns for individuals and related entities (trusts, etc.) 

• extensions and responses to tax notices as needed. 

• quarterly tax estimates and related tax projections. 

• Perform research to analyze complex tax and estate planning issues. 

• Collaborate with Plancorp Wealth Management team to recommend tax and estate 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: 

• CPA or J.D and related licensing 

• Bachelor’s degree (or higher) in Accounting or related field 

• 5 years of related experience including frequent client interaction and management experience. 

• Ability to collaborate and work effectively in various team dynamics 

• 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.