Tax Accountant II

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 Tax Accountant II plays a key role in the annual federal and state income tax compliance process. The Tax Accountant II prepares and/or reviews the federal proformas, consolidated/unitary state, and separate company state income tax returns as well as above-the-line and informational forms. The Tax Accountant II also assists with tax technology.

• Prepares and/or reviews work papers, proforma federal returns, state income tax returns, and/or state franchise tax returns.
• Prepares and/or reviews quarterly estimates, extension calculations, vouchers, and filed forms.
• Assists with tax technology, from creating Alteryx workflows to maintaining our state tax apportionment application through Microsoft PowerQuery.
• Prepares, gathers, and provides proper data to outside income tax compliance services providers.
• Assists with federal and state tax audits.
• Responds to notices received from state tax departments.

• Experience and proficiency with corporate income tax compliance, including ONESOURCE.
• Analytical ability to review data, systems, and processes to identify and resolve issues.
• Strong knowledge of standard concepts, practices, and procedures within the accounting field.
• Basic understanding of the financial markets and financial services industry.

• Minimum Required: Bachelor's degree in Accounting, Business, or a related field.
• Minimum Required: 2-4 years of corporate income tax experience; 2-4 years of general accounting experience in place of direct corporate income tax experience.
• Background in the ONESOURCE tax suite of products.

• CPA Preferred

• Proficient in the Microsoft Office suite of products.
• Knowledge regarding Alteryx, PowerQuery/PowerPivot, and Power BI Pro.

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.