Office & Tax Administrator

$50,000 - $50,000/Yr

Stevens Foster Financial Advisors - Bloomington, MN

Full-time - Entry Level

Bloomington, MN

About the position

Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial, investment, and tax planning to high net worth and corporate clients. The Office & Tax Administrator will play a crucial role in our operations, particularly during the tax season. This position involves managing various administrative tasks related to tax preparation and client services. The administrator will be responsible for printing, mailing, and processing client tax organizers, as well as e-filing tax returns and mailing tax returns and notices throughout the year. During the tax season, which runs from February 15 to April 15, the administrator is required to work a minimum of 60 hours, with additional compensatory time provided for the extra hours worked. In addition to tax season responsibilities, the Office & Tax Administrator will create, process, and maintain client annual agreements, manage compliance tasks, and oversee employee benefits (excluding payroll) throughout the year, particularly during benefit renewal time. The role also includes ordering and maintaining office supplies, kitchen supplies, and mail/FedEx supplies. General administrative duties such as processing mail, answering phones, and greeting clients will also be part of the job. The administrator may be assigned other tasks to assist different departments, such as sending electronic documents for signatures. This position requires a proactive individual who can manage multiple tasks efficiently while maintaining a high level of confidentiality and sensitivity regarding client information.

Responsibilities

• Print, mail, and process client tax organizers.
• E-file tax returns and mail tax returns and notices throughout the year.
• Create, process, and maintain client annual agreements.
• Manage compliance tasks related to tax and client services.
• Oversee employee benefits management throughout the year and during benefit renewal time.
• Order and maintain office, kitchen, and mail/FedEx supplies.
• Perform general administrative duties such as processing mail, answering phones, and greeting clients.
• Assist other departments with tasks as assigned, including sending electronic documents for signatures.

Requirements

• Strong time management skills.
• Problem-solving abilities.
• Critical thinking skills.
• Excellent written and interpersonal communication skills.
• Ability to work as a team player with integrity and a strong work ethic.
• High moral character and the ability to maintain confidentiality.
• Interpersonal skills to build strong relationships with clients and colleagues.

Benefits

• Health savings account
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Paid time off
• Parental leave
• Vision insurance
• 401(k) matching
• Life insurance