Stevens Foster Financial Advisors
Tax Advisor – Stevens Foster Financial Advisors
The
Tax Advisor
provides tax preparation, review, and analysis for our high‑net‑worth and executive clients. The role handles individual, fiduciary, trust, estate, gift, and entity returns; develops tax projections; conducts research; and ensures compliance with all relevant tax laws and reporting requirements.
Working closely with Financial Planners, Advisors, and Investments teams, the
Tax Advisor
contributes to our coordinated Planning–Tax–Investments model, supporting precision, accuracy, proactive communication, and strong documentation—all essential to our high‑touch, relationship‑centered client experience. The advisor also serves as a primary point of contact for complex tax matters, representing clients before the IRS and state tax authorities and owning the resolution of audits and advanced compliance issues.
Key Responsibilities Tax Preparation & Review
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.
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 & Compliance
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 & RMD calculations.
Provide guidance to internal client managers for tax topics & changes.
Process & Workflow Support
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.
Qualifications Education & Experience
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.
CPA designation preferred or active progress toward completion.
Technical Skills
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.
Professional Skills & Attributes
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.
Compensation
Base salary: $65,000 – $100,000 annually, depending on experience.
Bonus: Performance‑based opportunity available.
Robust benefits package: 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, and a 401(k) with up to a 5% employer match after one year of service.
Schedule
Full‑time, Monday through Friday.
Additional hours required during peak tax‑season periods.
Hybrid work option available in accordance with firm policy.
At Stevens Foster, we value time—our clients’ and our team’s. We focus on doing complex work with clarity, integrity, and a disciplined approach that brings wealth management, tax strategy, and financial planning together under one roof. We serve busy executives and high‑net‑worth individuals who rely on us for long‑term financial confidence. Our strength comes from blending deep technical expertise with a collaborative model where planners, analysts, tax professionals, and investment specialists work side by side.
Joining Stevens Foster means stepping into a team‑oriented environment built on trust, professionalism, and a shared commitment to excellence. You’ll contribute to meaningful client outcomes, sharpen your craft, and grow in a firm that invests in both technical skill and human development.
If you’re passionate about delivering high‑quality work, enjoy working in a coordinated team structure, and want to build a career with purpose and impact, Stevens Foster is the kind of place where you can thrive.
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Tax Advisor
provides tax preparation, review, and analysis for our high‑net‑worth and executive clients. The role handles individual, fiduciary, trust, estate, gift, and entity returns; develops tax projections; conducts research; and ensures compliance with all relevant tax laws and reporting requirements.
Working closely with Financial Planners, Advisors, and Investments teams, the
Tax Advisor
contributes to our coordinated Planning–Tax–Investments model, supporting precision, accuracy, proactive communication, and strong documentation—all essential to our high‑touch, relationship‑centered client experience. The advisor also serves as a primary point of contact for complex tax matters, representing clients before the IRS and state tax authorities and owning the resolution of audits and advanced compliance issues.
Key Responsibilities Tax Preparation & Review
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.
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 & Compliance
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 & RMD calculations.
Provide guidance to internal client managers for tax topics & changes.
Process & Workflow Support
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.
Qualifications Education & Experience
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.
CPA designation preferred or active progress toward completion.
Technical Skills
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.
Professional Skills & Attributes
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.
Compensation
Base salary: $65,000 – $100,000 annually, depending on experience.
Bonus: Performance‑based opportunity available.
Robust benefits package: 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, and a 401(k) with up to a 5% employer match after one year of service.
Schedule
Full‑time, Monday through Friday.
Additional hours required during peak tax‑season periods.
Hybrid work option available in accordance with firm policy.
At Stevens Foster, we value time—our clients’ and our team’s. We focus on doing complex work with clarity, integrity, and a disciplined approach that brings wealth management, tax strategy, and financial planning together under one roof. We serve busy executives and high‑net‑worth individuals who rely on us for long‑term financial confidence. Our strength comes from blending deep technical expertise with a collaborative model where planners, analysts, tax professionals, and investment specialists work side by side.
Joining Stevens Foster means stepping into a team‑oriented environment built on trust, professionalism, and a shared commitment to excellence. You’ll contribute to meaningful client outcomes, sharpen your craft, and grow in a firm that invests in both technical skill and human development.
If you’re passionate about delivering high‑quality work, enjoy working in a coordinated team structure, and want to build a career with purpose and impact, Stevens Foster is the kind of place where you can thrive.
#J-18808-Ljbffr