Senior Tax Advisor Integrated Wealth, Tax & Investment Strategy

Job Description

Job Description

Salary : About Stevens Foster

Stevens Foster Financial Advisors is an independent Registered Investment Advisory (RIA) firm based in Bloomington, Minnesota. Since 1988, weve specialized in serving high-net-worth individuals and corporate executives through integrated financial, investment, and tax planning.

Our approach combines technical expertise with personalized attention. We operate as a collaborative team of professionals who work across disciplines to deliver coordinated, thoughtful advice that simplifies complex financial lives. At Stevens Foster, youll find a culture that values precision, integrity, and long-term relationshipsboth with clients and colleagues.

The Opportunity

Were seeking a Senior Tax Advisor to join our integrated tax, planning, and investment team. This is a hands-on, intellectually engaging role for an experienced tax professional who wants to apply their expertise within a boutique, client-focused environment.

Youll bring advanced technical skill to complex tax preparation and review, working alongside planners and investment professionals to deliver coordinated strategies for high-net-worth families and corporate executives. Youll serve as a key contributor in ensuring accuracy, consistency, and integration across all aspects of tax planning.

At Stevens Foster, tax isnt a back-office functionits central to every clients financial success.

What Youll Do

• Prepare and review individual, fiduciary, trust, estate, gift, and entity tax returns.
• Develop and present annual and multi-year tax projections.
• Integrate tax planning with investment and financial strategies for executive clients.
• Research complex tax issues and communicate practical guidance to clients and advisors.
• Provide quality review and technical support for Tax Associates and Tax Advisors.
• Participate in client meetings to explain tax implications and coordinate planning recommendations.

What You Bring

Compensation & Growth

Compensation includes a competitive base salary aligned with experienced tax professionals in the Twin Cities market, plus annual performance-based bonus potential. The role offers a clear path for growth within the firms integrated tax, planning, and investment model. Pay is structured to reward technical excellence, collaboration, and meaningful client impact.

Benefits & Time Off

We offer a comprehensive benefits package designed to support your professional and personal well-being, including :

Medical, dental, and vision insurance

Health Savings Account (HSA) with employer contribution

401(k) retirement plan with firm match

Paid parental and family leave

Generous paid time off

10 paid holidays and 1 floating holiday annually

Hybrid work schedule available after six months of employment

Continuing education and professional certification support

Equal Opportunity Statement

Stevens Foster Financial Advisors is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, marital status, or any other protected characteristic under applicable law.