Tax Advisor

4 weeks ago


Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time
Job Summary

Stevens Foster Financial Advisors is seeking a highly skilled Tax Advisor to join our team. As a key member of our tax and planning team, you will be responsible for preparing and reviewing individual, fiduciary, entity, and gift tax returns, as well as generating tax planning strategies for our clients.

Key Responsibilities:

  • Prepare and review client individual income, trust, gift, and entity tax returns timely and accurately
  • Collaborate with other members of the tax and planning teams on general planning strategies for our clients
  • Present or support presentation of complex tax strategies and issues to clients
  • Prepare and review quarterly/yearly tax projections
  • Collaborate and implement strategic tax planning for all necessary federal and state taxes
  • Maintain effective control procedures over all aspects of the tax process
  • Find and implement opportunities for process improvement in company tax procedures
  • Research, summarize & communicate tax matters, including legislative and tax law changes and developments
  • Manage and facilitate IRS/state income tax audits: preparing responses, creating schedules, etc.

Requirements:

  • Individual, fiduciary, and estate tax knowledge and understanding
  • 3+ years' experience in a tax position or public accountant role
  • CPA preferred or desire to obtain
  • Knowledge of tax software/tools preferred: BNA, Lacerte, 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

Benefits:

  • Paid time off
  • Voluntary paid time off
  • 401(k)
  • 401(k) matching
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance (short term disability & long term disability)
  • Health savings account
  • Flexible spending account
  • Dependent care flexible spending account
  • Life insurance
  • Parental leave

Schedule:

  • Monday to Friday
  • Hybrid opportunity after 6 months

Experience:

  • Tax experience: 3 years (preferred)

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