Stevens Foster Financial Advisors-posted 9 days ago
$95,000 - $100,000/Yr
Full-time • Senior
Hybrid • Bloomington, MN

Stevens Foster Financial Advisors is hiring a Senior Tax Advisor to lead complex tax work and advanced planning for our high-net-worth and executive clients. This role blends hands-on technical expertise, client collaboration, and mentorship within an integrated planning, tax, and investment team.

  • Review complex federal, state, trust, fiduciary, and estate returns
  • Lead advanced planning including trusts, estates, charitable strategies, gifting, and equity compensation
  • Research emerging tax issues and provide guidance to planners and advisors
  • Present or co-present tax strategies in client meetings
  • Mentor junior tax staff and review their work
  • Assist with IRS/state audits and ensure strong compliance documentation
  • Recommend improvements to processes, technology, and client deliverables
  • Bachelor’s degree in Accounting, Finance, or related field
  • CPA required
  • 5+ years of progressive tax experience (HNW experience preferred)
  • Expertise in individual, trust, and estate taxation
  • Strong analytical and communication skills
  • Ability to manage priorities, especially during peak tax season
  • Annual performance-based bonus
  • Hybrid: Available per firm policy
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