Stevens Foster Financial Advisors is a Bloomington, MN-based wealth management firm offering comprehensive financial planning & tax services to high-net-worth individuals and corporate executives. We’re looking for a full time Tax Accountant to join our team.

Our Tax Accountant will be responsible for preparing individual, fiduciary, entity, and gift tax returns and generating tax planning strategies for our clients. Other responsibilities include tax research, legislative and regulatory monitoring, and presentation of strategies to clients and their account managers.

Responsibilities Include:

• Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other related filings
• Find and implement opportunities for process improvement in company tax procedures
• Develop and implement strategic tax planning for all necessary federal and state taxes
• Organize tax files per tax department standards
• Research tax matters
• Present or support presentation of tax strategies and issues to clients
• Provide support with various internal audits and special tax related projects
• Prepare and review quarterly/yearly tax projections
• Other duties as assigned

Required Skills and Experience:

• Individual, fiduciary, and estate tax knowledge and understanding
• 1 years of experience in a tax or public accountant role
• Bachelor’s degree required
• Current CPA license or Master’s degree in an accounting field preferred or desire to obtain
• Strong ability to utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members
• Knowledge of tax software/tools preferred: Lacerte, BNA, RIA Checkpoint, TaxBook, and MS Office
• Excellent follow-up and follow-through capabilities
• Ability to handle sensitive and/or confidential client information
• Accuracy, reasonable speed, and attention to detail
• Desire and ability to work independently and as part of a team
• Ability to multi-task, manage time effectively and prioritize

Job Type: Full-time, on site with remote options

The Process:

Please respond with a copy of your résumé. Qualified candidates will be invited to schedule a 15–30 minute phone interview. If there is mutual interest in moving forward, candidates will be scheduled for an in-person interview.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off

Schedule:

• Monday to Friday
• Hybrid opportunity after 6 months

Experience:

• Tax experience: 1 year (preferred)