Senior Estate & Tax Associate

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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.

The Senior Estate & Tax Associate at Stifel, Nicolaus & Company, Inc. (“Stifel”) supports the Estate & Tax Planning Services team, part 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 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.

• 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.
• Preparing marketing materials, including informational pieces and PowerPoint presentations.
• Collaborating 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.

• 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 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 Requirement:
  Bachelor’s degree in business, finance, related field, or equivalent experience.
• Minimum Requirement: 5+ years of estate and/or tax planning experience (including paralegal, administrative assistant, etc.).

• Minimum Requirement:
  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.
• Web Ex/Zoom.
• Adobe Acrobat.

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…