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Senior Estate & Tax Planner

Job in St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listing for: Stifel Financial
Full Time position
Listed on 2025-12-19
Job specializations:
  • Finance & Banking
    Accounting & Finance, Tax Accountant
Job Description & How to Apply Below
Location: St. Louis

A financial services company in St. Louis is seeking a Senior Estate & Tax Associate to support its Estate & Tax Planning Services team. The ideal candidate should have strong knowledge in estate and tax planning, excellent communication skills, and a Bachelor’s degree with at least 5 years' relevant experience. Responsibilities include reviewing tax returns, researching tax issues, and assisting in marketing material preparation.

This role offers a comprehensive benefits package and a collaborative work environment.
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Position Requirements
10+ Years work experience
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