What are the responsibilities and job description for the Estate & Tax Associate II position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Estate & Tax Associate II at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, which functions as a component of Stifel's Wealth Planning Department. 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 Associate II assists in drafting detailed analyses of individual clients' estate plan and/or income tax situation, with emphasis on more advanced matters, and creating client-approved marketing materials and internal reference materials. The Associate II also helps members of the Estate & Tax Planning Services team 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. Marketing, Training, & Education• Assisting with creation and maintenance of 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 the development and direction of Stifel's Estate & Tax Planning Services.• Confer successfully with Stifel Financial Advisors
What You'll Bring
• Strong understanding of relevant estate and tax planning concepts.• Ability to communicate estate and tax planning concepts in a manner that can be easily understood by financial advisors and clients.• Quantitative, analytical, and organizational skills.• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.• Strong oral and written communication skills, for effective technical and interpersonal interaction with prospects, clients, intermediaries, and colleagues• Strong Ability to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently
Education & Experience
• Minimum Required: Bachelor's degree in business, finance, or related field• Minimum Required: 3-5 years' of estate and/or tax planning experience (including paralegal, administrative assistant, etc.)
Licenses & Credentials
• Minimum Required: Opportunity to Obtain: Series 7, Series 66, and Life, Health, and Long-Term Care Insurance Licenses
Systems & Technology
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook• BNA Estate & Gift Tax Planner• BNA Income Tax Planner• WebEx/Zoom• Adobe Acrobat
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
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.
Stifel is an Equal Opportunity Employer.