Stevens Foster Financial Advisors ยท 1 day ago
Tax Advisor
Bloomington, Minnesota, United States
Full-time
Hybrid
Mid Level
$65K/yr - $100K/yr
3+ years expStevens Foster Financial Advisors is a firm that focuses on wealth management, tax strategy, and financial planning. The Tax Advisor role involves providing tax preparation, review, and analysis for high-net-worth and executive clients, ensuring compliance with tax laws, and collaborating with financial planners and investment teams.
AdviceFinancial ServicesRisk Management
Responsibilities
Prepare and review individual, trust, gift, and entity tax returns accurately and on time
Oversee preparation processes to ensure accuracy, completeness, and compliance
Develop quarterly and annual tax projections and estimated payments
Review cost basis calculations and required minimum distribution (RMD) calculations to ensure accuracy and compliance with applicable tax regulations
Prepare and review tax projections and estimated payments
Present tax strategies, planning recommendations, and complex tax concepts directly to clients, and support advisors in client meetings as needed
Assist advisors with tax-related questions and planning input
Research legislative and regulatory tax changes and communicate their impact to internal teams
Maintain accurate tax documentation, procedures, and supporting workpapers
Ensure compliance with all current tax laws and regulations
Resolve client IRS and state audits
Represent on behalf of clients to IRS and state tax agencies
Review cost basis & required minimum distribution calculations
Provide guidance to internal client managers for tax topics & changes
Recommend improvements to tax preparation workflows, documentation standards, and client deliverables
Assist with technology use and organization of tax files, workpapers, and e-filing processes
Provide guidance to Tax Associates on return preparation, documentation, and best practices
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field required
Minimum of 3 years of direct experience preparing tax returns for individuals, trusts, estates, or entities
Strong technical knowledge of individual, fiduciary, and estate taxation
Proficiency with tax and research software (e.g., BNA, Lacerte, RIA Checkpoint, TaxBook, Sorban)
Familiarity with AdvisorEngine/Junxure for documentation and workflow management
Proficiency with Microsoft Office Suite
Exceptional attention to detail and accuracy
Strong organizational and time-management skills, especially during peak cycles
Ability to manage confidential information with discretion and professionalism
Collaborative mindset with strong communication skills
Preferred
CPA designation preferred or active progress toward completion
Benefits
Medical (PPO and HSA options with 85% employer-paid employee coverage)
100% employer-paid dental for employees
Voluntary vision
Employer-funded HSA contributions
Company-paid life and disability insurance
Pre-tax FSA options
50% employer coverage of Minnesota Paid Family & Medical Leave (PFML) premiums
401(k) with up to a 5% employer match after one year of service
Company
Stevens Foster Financial Advisors
Stevens Foster Financial Advisors offers risk management, financial, estate, and tax planning services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase