Tax Preparer (Temp Role)

Stevens Foster Financial Advisors•Bloomington, MN

1d•Onsite

About The Position

Stevens Foster Financial Advisors provides integrated tax planning, tax return preparation, financial planning, and investment management services to executives and professionals. We serve a sophisticated client base in a collaborative, detail-driven environment where accuracy and follow-through are essential. Position Overview The Tax Preparer (Temporary) supports the tax team during the 2026 tax season by preparing individual federal and multi-state income tax returns. This seasonal, in-office role focuses exclusively on individual return preparation and related documentation support. The position does not include fiduciary, estate, gift, or entity return preparation and does not carry year-round workflow ownership responsibilities.

Requirements

2+ years of experience preparing individual income tax returns
Working knowledge of federal and state individual tax rules
Ability to manage deadlines in a seasonal, high-volume environment
Strong attention to detail and documentation accuracy
Proficiency in Microsoft Office

Nice To Haves

Experience with professional tax preparation software (e.g., Lacerte or similar) preferred

Responsibilities

Prepare individual federal and multi-state income tax returns
Review client documentation for completeness and accuracy
Organize and maintain tax workpapers according to firm standards
Support electronic filing processes and documentation tracking
Conduct limited tax research as assigned
Collaborate with tax professionals to resolve open items

Benefits

This is a temporary seasonal position and is not eligible for company-sponsored health insurance or long-term benefits.
Temporary employees may be eligible for legally required benefits, including workers’ compensation coverage and unemployment insurance, as applicable under Minnesota law.

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