Senior Estate & Tax Associate
On-siteSt. Louis, Missouri, United States or US
Job Summary
Draft detailed analyses of individual clients' estate plans and income tax situations, emphasizing advanced matters, and create client-approved marketing and internal reference materials. Assist the Estate & Tax Planning Services team in preparing for conference calls and presentations with Financial Advisors and clients. Review and summarize tax returns and estate documents, research federal and state issues relating to estate administration and fiduciary taxes, and coordinate meetings with team members and prospects. Catalog written materials for advisor access and maintain team policy lists. Requires 5+ years of estate and tax planning experience, FINRA Series 7, 66, Life, Health, and Long-Term Care licenses, and proficiency in Microsoft 365 and BNA tax planners.
Required Qualifications
- 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
- Strong ability to organize, prioritize, and manage multiple tasks, responsibilities, and deadlines
- Strong ability to follow through and accomplish goals
- Strong ability to manage expectations appropriately
- Strong ability to use the firm's resources efficiently
- Bachelor's degree in business, finance, related field, or equivalent experience
- 5+ years of estate and/or tax planning experience (including paralegal, administrative assistant, etc.)
- 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
- WebEx/Zoom
- Adobe Acrobat
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