Tax Administrator

Stevens Foster Financial Advisors • Bloomington, MN

18d • Hybrid

About The Position

Stevens Foster Financial Advisors—serving Twin Cities clients since 1988—is seeking a highly organized Tax Administrator to support our Tax and Client Service teams. This operations-focused role keeps tax-season and year-round workflows running smoothly by managing documents, coordinating filings, maintaining accurate records, and supporting clear communication across departments. If you enjoy structure, accuracy, and being the steady operational anchor that helps clients and advisors stay on track, this role offers meaningful work within a collaborative, long-standing firm.

Requirements

• 2+ years of experience in the financial services industry (required)
• Administrative, tax office, or operational support experience strongly preferred
• Strong attention to detail and accuracy when handling financial and tax information
• Excellent communication skills with a calm, professional client-service approach
• Ability to manage multiple deadlines, especially during tax season
• Reliability, discretion, and a collaborative mindset

Nice To Haves

• Associate’s degree in Business, Accounting, Finance, or related field preferred
• Experience with Lacerte, Soraban, Fidelity Wealthscape, and Schwab Advisor Center is a strong advantage
• Familiarity with AdvisorEngine/Junxure CRM is highly desirable

Responsibilities

• Prepare, mail, track, and process annual client tax organizers
• Receive, categorize, and scan incoming electronic and paper tax documents
• Draft missing-information checklists for advisors and clients
• E-file individual tax returns and maintain documentation and confirmations
• Prepare and mail completed returns, tax notices, and IRS/state correspondence
• Maintain accurate tax-season workflows in AdvisorEngine/Junxure
• Prepare account paperwork, beneficiary updates, transfers, and insurance applications
• Process contributions, distributions, transfers, and charitable gifting
• Update eMoney balance sheets and custody audit spreadsheets
• Support clients with document questions, portal access, and follow-up needs
• Monitor the main inbox, answer phones, greet clients, and assist with general office operations
• Support electronic signature and cross-department workflow processes

Benefits

• Robust medical, dental, and vision coverage with high employer contributions
• Company-paid life insurance and disability coverage
• 401(k) plan with immediate eligibility and up to 5% employer match after one year
• Health Savings Account contributions for HDHP participants
• Flexible Spending Accounts (health and dependent care)
• Paid time off, paid holidays, and hybrid flexibility
• Coverage available for spouses, domestic partners, and families

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree