Senior Estate & Tax Planning Advisor

Stifel Financial

Kansas City, MO

JOB DETAILS
SKILLS
Estate Planning, Marketing, Tax Planning, Tax Returns, Wealth Management
LOCATION
Kansas City, MO
POSTED
2 days ago

A global wealth management firm in Missouri is seeking a Senior Estate & Tax Associate to support their Estate & Tax Planning Services. The role involves reviewing tax returns, researching estate issues, and preparing marketing materials. Ideal candidates have at least 5 years of experience in estate planning and a strong understanding of relevant concepts. This position offers a comprehensive benefits package and opportunities for professional development.#J-18808-Ljbffr

About the Company

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Stifel Financial