Tax Advisor

Stevens Foster Financial Advisors is a Bloomington, MN-based wealth management firm that specializes in providing comprehensive financial planning and tax services to high-net-worth individuals and corporate executives. We are currently seeking a full-time Tax Advisor to join our dynamic team. In this role, you will work closely with our Client Account Managers to address and fulfill our clients' diverse needs. Your primary responsibilities will include preparing and reviewing individual, fiduciary, entity, and gift tax returns, as well as developing tax planning strategies tailored to our clients' unique situations. As a Tax Advisor, you will be responsible for facilitating and managing the preparation and review of client individual income, trust, gift, and entity tax returns, ensuring that all submissions are timely and accurate. You will collaborate with other members of the tax and planning teams to devise general planning strategies that benefit our clients. Additionally, you will present or support the presentation of complex tax strategies and issues to clients, prepare and review quarterly and yearly tax projections, and implement strategic tax planning for all necessary federal and state taxes. Your role will also involve maintaining effective control procedures over all aspects of the tax process, identifying and implementing opportunities for process improvement within the company's tax procedures, and conducting research to summarize and communicate tax matters, including legislative and tax law changes. Furthermore, you will manage and facilitate IRS and state income tax audits by preparing responses and creating schedules as needed. Other duties may be assigned as necessary to support the team and our clients.