What are the responsibilities and job description for the Senior Tax Advisor position at Stevens Foster Financial Advisors?
About Stevens Foster
Stevens Foster Financial Advisors is a Bloomington-based wealth management firm offering comprehensive financial planning, investment, and tax services to high-net-worth individuals and corporate executives. Since 1988, we’ve built our reputation on delivering thoughtful, integrated advice that helps clients manage complex financial lives.
The Opportunity
We’re looking for a Senior Tax Advisor to join our collaborative team and lead the delivery of high-quality tax preparation, planning, and advisory services. This position combines technical expertise with client interaction and team mentorship in a professional, relationship-focused environment.
You’ll work closely with financial planners, client account managers, and investment specialists to coordinate tax strategies within each client’s overall financial plan.
Key Responsibilities
- Prepare and review individual, fiduciary, trust, estate, and gift tax returns.
- Prepare and review quarterly and annual tax projections and multi-year plans.
- Research and interpret complex tax issues, ensuring compliance and practical application.
- Identify and implement process improvements in tax preparation and review workflows.
- Develop and present tax planning strategies in collaboration with account managers, planners, and investment professionals.
- Maintain organized, complete, and accurate tax files per firm standards.
- Support and present tax strategies and findings during client meetings.
- Provide leadership, mentoring, and technical review for Tax Advisors and Tax Associates.
- Participate in special projects and internal reviews as needed.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field.
- CPA preferred (active license, candidacy, or equivalent experience considered).
- 5 years of tax preparation and review experience, preferably with high-net-worth individuals, trusts, or estates.
- Proficiency with Lacerte, BNA, and RIA Checkpoint (or comparable software).
- Strong analytical skills and attention to detail.
- Excellent communication and collaboration skills.
Compensation & Benefits
- Base Salary: $65,000–$100,000 annually, depending on experience.
- Bonus: Annual performance-based opportunity, typically around 20% of base salary.
- Benefits include:
- Medical, dental, and vision insurance
- 401(k) with firm match
- HSA with employer contribution
- Paid parental and family leave
- Generous PTO and holidays
- Continuing education and CPA support
Schedule
- Standard hours: Monday–Friday, 8:00 AM–5:00 PM.
- Additional hours may be required during peak tax season (mid-February through mid-April).
- Hybrid schedule available after six months, typically three days in-office and two remote.
Why Join Stevens Foster
This is a chance to bring your tax expertise into a firm where collaboration and precision matter. You’ll be part of a supportive, multidisciplinary team that values quality, relationships, and the integration of tax, investment, and financial planning strategies.
Apply today to grow your career in an environment built on integrity, excellence, and trust.
Salary : $65,000 - $100,000