Top 368 Tax representative Jobs in Missouri

Advisor
Socium Advisors —St. Louis, MO
- From $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Senior Claims Representative (Remote)
MEM —Missouri
- $72,800 - $109,200 a year
- Full-time
- Remote
- 7 years
- Driver's License
- Bachelor's degree
- Profit sharing
- Paid jury duty
HRIS Time Administrator - REMOTE
Ryder System —Jefferson City, MO
- Full-time
- Remote
- Microsoft Outlook
- Data analysis skills
- Mid-level
- Disability insurance
- Health insurance
5d
Immigration Services Analyst
US Citizenship and Immigration Services —Lees Summit, MO
- $51,283 - $81,553 a year
- Part-time
- Remote
- Background check
- Psychiatry
- Writing skills
- Paid holidays
- Health insurance
5d
Claims Analyst - REMOTE
Ryder System —Jefferson City, MO
- $90,000 - $100,000 a year
- Full-time
- Remote
- Bachelor's degree
- Experience equivalent to degree accepted
- Senior level
- Disability insurance
- Health insurance
8d
Leave Specialist - REMOTE
Ryder System —Jefferson City, MO
- $55,000 a year
- Full-time
- Remote
- Microsoft Excel
- Mid-level
- Analysis skills
- Disability insurance
- Health insurance
Divisional Accountant
TAMKO Building Products LLC —Joplin, MO
- Weekends as needed
- Customer service
- Basic math
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
12d
Customer Service Representative
Farm Credit Southeast Missouri —Charleston, MO
- 8 hour shift
- Office
- Microsoft Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Staff Accountant
Paris Brothers, Inc. —Kansas City, MO
- $62,979.59 - $73,000.00 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Customer Service Representative
Farm Credit Southeast Missouri —Kennett, MO
- 8 hour shift
- Customer service
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Government Survey Interviewer
Noor WFS —Kansas City, MO
- $20.53 an hour
- Spanish
- BLS Certification
- English
- Paid training
- Commuter assistance
Quick Apply
Trust Officer
First National Bank of Omaha —Kansas City, MO
- $107,552 - $182,838 a year
- Email
- CPA
- 5 years
- Office
- Health savings account
- Disability insurance
Finance Director
City of Chesterfield —Chesterfield, MO
- From $114,628 a year
- Full-time
- Microsoft PowerPoint
- Background check
- Microsoft Excel
- Paid parental leave
- Health savings account
Speech Language Pathologist needed for 2026/2027 School Year
CareStaff Partners, LLC —Independence, MO
- $44 - $50 an hour
- Temporary
- Classroom
- Mid-level
- Travel
- Continuing education credits
- Disability insurance
Quick Apply
10d
Credit Analyst - Business Services
St Louis Community Credit Union —St. Louis, MO
- $40,000 - $55,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Vehicle Sales Representative
Ryder System —O'Fallon, MO
- $22 - $24 an hour
- Full-time
- Microsoft Word
- Dealership
- Computer literacy
- Disability insurance
- Health insurance
Quick Apply
Retail Merchandising & Display Technician
Channel Partners —Kansas City, MO
- $20 an hour
- 8 hour shift
- Writing skills
- Merchandising
- Forklift
- Paid training
- Health insurance
School Speech Language Pathologist for 2026/2027 School Year - Kansas City, MO
CareStaff Partners, LLC —Kansas City, MO
- $41 - $46 an hour
- Temporary
- Classroom
- Mid-level
- Travel
- Continuing education credits
- Disability insurance
Quick Apply
Speech Language Pathologist Needed for 2026/2027 School Year
CareStaff Partners, LLC —Grandview, MO
- $42 - $48 an hour
- Temporary
- Mid-level
- Travel
- Communication skills
- Continuing education credits
- Disability insurance
Quick Apply
Dedicated Meta Technician Expert - Full Time
Channel Partners —St. Louis, MO
- $20 - $21 an hour
- Overtime
- Writing skills
- Merchandising
- High school diploma or GED
- Paid training
- Paid holidays

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Advisor

Socium Advisors
St. Louis, MO

Quick Apply

Job Details

Full-time
From $90,000 a year

Qualifications

Financial analysis
Series 7
Bachelor's degree
Attention to detail
Financial goal setting advisory services
Adaptability
Insurance planning
Life & Health Insurance License
Experience practicing in the securities industry
Analytical thinking
Critical thinking
Series 63

Full Job Description

COMPANY

At Socium Advisors, we build a true partnership with our clients. Through outcome-based planning and focus on the long-term goals of our clients, we carve a path together and hold one another accountable along the way. Socium Advisors operates within the Northwestern Mutual framework uniquely offering the advantage of both a large established company and small entrepreneurial firm. Though working with other financial representatives within the Northwestern system, Socium Advisors is a growing team focused on delivering custom plans and excellent client service. Socium Advisors is committed to fostering a workplace that prioritizes innovation, growth, and employee well-being. As a supporting member of our Senior Leadership Team, you will help shape a supportive culture that promotes career development and drives business success.

OUR VALUES

Our values are important to us. At Socium our culture is based on our Core Values:

Intense Momentum | Personal Responsibility | Client-Centric | Continual Innovation | Collaborative Engagement

POSITION TITLE: Advisor

CLASSIFICATION: Exempt | Salary | On-Site, Mon-Fri 8:00am-5:00pm

POSITION OVERVIEW:

The Advisor plays a critical role in supporting Private Wealth Advisors and delivering comprehensive financial planning strategies for high-net-worth clients. In addition to supporting client relationships, Advisors manage a defined base of clients directly, ensuring consistent and proactive communication and helping clients adapt to changes in their financial lives. This role combines preparation and analysis of financial strategies with the opportunity to gradually build a personal client base, positioning Advisors to progress toward a Private Wealth Advisor role.

KEY ROLES AND RESPONSIBILITIES:

· Support Private Wealth Advisors in managing client relationships and executing financial planning strategies.

· Gather client data, develop comprehensive analyses, and prepare meeting materials, reports, and action items across insurance, investments, estate planning, and tax.

· Proactively communicate with clients to identify changes in their financial situation and adjust strategies as needed.

· Manage a portion of client relationships (including C clients) with consistency and care, building trust and long-term engagement.

· Prepare and deliver client reports, presentations, and financial analyses to support planning discussions.

· Collaborate with internal teams (planning associates, client service associates, portfolio managers) to ensure timely and accurate execution of strategies.

· Participate in business development by supporting prospecting efforts and gradually building a personal book of business.

· Maintain compliance with all regulatory requirements, firm policies, and industry standards.

· Commit to professional growth by developing expertise and leadership skills to advance into a Private Wealth Advisor role.

SUCCESS FACTORS:

· Ability to adhere to the firm’s Core Values

· A high level of customer-centricity

· Strong work ethic

· Strong team player with the ability to adapt to diverse team members

· Ability to collaborate effectively with people of all positions

· A high level of confidentiality and discretion

· Excellent verbal and written communication skills

· An elevated level of attention to detail is required

· A prominent level of time management, initiative, accountability, and prioritization skills

· Self-motivated, goal-oriented, and driven to accomplish department goals

· Ability to be organized, problem-solve, and be solution-oriented under pressure

· Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)

· Proficient in diverse technology platforms to create unique documents, presentations, memos, etc.

REQUIRED QUALIFICATIONS:

· Bachelor’s degree in finance or related field preferred

· Strong knowledge of financial planning

· Series 63 and Series 7 licensing required

· State of Missouri and local state life and health licensing required

· Excellent communication & critical thinking skills.

· Must be at least 21 years of age or older

· Legally authorized to work in the United States

· Ability to clear a criminal background check

· Minimal travel may be required for planning meetings and retreats.

LOCATION:

St. Louis, MO

WORK ENVIRONMENT:

This role routinely uses standard office equipment such as laptop computers, Zoom, copy/fax, and smartphones.

Job Type: Full-time

Pay: From $90,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

tax representative jobs in missouri

Advisor

Senior Claims Representative (Remote)

HRIS Time Administrator - REMOTE

Immigration Services Analyst

Claims Analyst - REMOTE

Leave Specialist - REMOTE

Divisional Accountant

Customer Service Representative

Staff Accountant

Customer Service Representative

Government Survey Interviewer

Trust Officer

Finance Director

Speech Language Pathologist needed for 2026/2027 School Year

Credit Analyst - Business Services

Vehicle Sales Representative

Retail Merchandising & Display Technician

School Speech Language Pathologist for 2026/2027 School Year - Kansas City, MO

Speech Language Pathologist Needed for 2026/2027 School Year

Dedicated Meta Technician Expert - Full Time

I want to receive the latest job alert for tax representative in missouri

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