Strategic Tax Advisor & Client Relationship Lead

Stevens Foster Financial Advisors; BLOOMINGTON (MN); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work option

Job summary

Stevens Foster Financial Advisors is seeking a Tax Advisor Relationship Manager to support tax preparation, review, and analysis for high net worth and executive clients. You will develop tax projections, conduct research, and ensure compliance across individual, fiduciary, trust, estate, gift, and entity returns.

As the primary relationship manager, you will coordinate with Financial Planning, Tax, and Investments to deliver integrated strategies, present complex concepts to clients, and

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3+ years of direct experience preparing tax returns for individuals, trusts, estates, or entities.
• CPA designation preferred or active progress toward completion.
• Strong knowledge of individual, fiduciary, and estate taxation.
• Proficiency with tax software (BNA, Lacerte, RIA Checkpoint, TaxBook, Soroban).
• Familiarity with AdvisorEngine/Junxure for documentation and workflow management.
• Proficiency with Microsoft Office Suite; comfortable with CRM/financial systems.

Responsibilities

• Manage client relationships and coordinate tax planning with advisors.
• Prepare and review tax returns for individuals, trusts, estates, and entities.
• Develop quarterly and annual tax projections and estimated payments.
• Research legislative and regulatory changes and communicate impacts.
• Ensure compliance and maintain supporting workpapers.
• Represent clients before IRS and state tax authorities and resolve audits.

Skills

Written communication

Verbal communication

Attention to detail

Time management

Discretion

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

AdvisorEngine/Junxure

Microsoft Office Suite

CRM systems

Tax software (BNA, Lacerte, RIA Checkpoint, TaxBook, Soroban)

Job description

Stevens Foster Financial Advisors is seeking a Tax Advisor Relationship Manager to support tax preparation, review, and analysis for high net worth and executive clients. You will develop tax projections, conduct research, and ensure compliance across individual, fiduciary, trust, estate, gift, and entity returns.

As the primary relationship manager, you will coordinate with Financial Planning, Tax, and Investments to deliver integrated strategies, present complex concepts to clients, and