Tax Advisor Relationship Manager

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

The Tax Advisor Relationship Manager supports and provides tax preparation, review, and analysis for Stevens Foster’s high net worth and executive clients. This role assists in preparing individual, fiduciary, trust, estate, gift, and entity returns; develops tax projections; conducts research; and ensures compliance with all relevant tax laws and reporting requirements. This role supports strategic tax planning by identifying opportunities and integrating tax considerations into broader wealth strategies, as well as presenting these directly to clients.

The Tax Advisor Relationship Manager also takes an active role with Stevens Foster's clients, as the primary relationship manager for clients.This role serves as a front line advocate for clients’ financial well being, ensuring that services delivered remain aligned with client needs, priorities, and long term objectives. Advisors build trusted relationships, develop a comprehensive understanding of each client's goals, and coordinate seamlessly across Financial Planning, Tax, and Investments to deliver integrated, holistic financial strategies.

The role emphasizes precision, accuracy, proactive communication, and strong documentation — all essential to supporting the firm’s high touch, relationship centered client experience. The Tax Advisor Relationship Manager 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

Client Relationship Management

• Build and maintain long term client relationships through proactive communication, empathy, and trust.
• Develop a deep understanding of client goals, financial priorities, and personal circumstances.
• Serve as the central point of contact for client questions, planning needs, and follow up items.
• Maintain an ongoing understanding of clients’ evolving goals, priorities, and communication preferences over time.
• Additional

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.
• Review cost basis calculations and required minimum distribution (RMD) calculations to ensure accuracy and compliance with applicable tax regulations.

Tax Strategy & Collaboration

• Develop quarterly and annual tax projections and estimated payments.
• 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 & 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.
• Represent on behalf of clients to IRS and state agencies.
• Resolve client IRS and state audits.
• Provide guidance to firm 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.

  Professionalism & Representation

  • Act as a consistent, trusted representative of Stevens Foster’s relationship centered advisory philosophy in all client and team interactions.
  • Represent Stevens Foster with professionalism, integrity, and a commitment to high quality service.
  • Foster strong relationships with internal teams to support a collaborative advisory environment.

  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, Soraban).
  • Familiarity with AdvisorEngine/Junxure for documentation and workflow management.
  • Proficiency with Microsoft Office Suiteand comfort learning CRM and financial systems.

  Professional Skills & Attributes

  • Excellent written and verbal communication skills with the ability to simplify complex strategies.
  • 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.
  • Demonstrated integrity, sound judgment, and commitment to confidentiality.
  • Commitment to ongoing professional development and certification.
    

  Compensation

  We offer a competitive base salary and annual discretionary bonus tied to individual and firm performance.

  Eligible employees receive a competitive benefits package, including:

  • Paid Time Off (18 days annually at hire, increasing with tenure)
  • 10 paid holidays plus 1 floating holiday
  • 8 hours of Volunteer Paid Time Off annually
  • Safe Harbor 401(k) with employer match and immediate vesting
  • Medical, dental, and vision insurance
  • Life and disability insurance (STD and LTD)
  • Minnesota Paid Family & Medical Leave (private plan)
  • Professional development and continuing education reimbursement (with approval)
  • Discounted advisory services for eligible employees

  Benefits are subject to plan terms and eligibility requirements.

  Schedule

  • Full-time schedule, Monday through Friday.
  • Additional hours required during peak tax-season periods.
  • Hybrid work option available in accordance with firm policy.

  Equal Employment Opportunity

  Stevens Foster Financial Advisors is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, creed, religion, national origin, sex, pregnancy, gender identity or expression, sexual orientation, marital status, disability, age, veteran status, status with regard to public assistance, or any other characteristic protected by federal, state, or local law.

  About Stevens Foster

  Stevens Foster Financial Advisors is a Registered Investment Advisor (RIA) providing integrated financial planning, investment management, and tax strategy services to corporate executives and high net worth families with complex financial needs. Since 1988, we have delivered objective, personalized guidance as fiduciaries—always acting in our clients’ best interests.

  Our team operates within a highly regulated environment, emphasizing precision, discretion, and thoughtful coordination across all aspects of a client’s financial life. We build long term relationships through high quality service, clear communication, and a disciplined, holistic approach to wealth management.