Stevens Foster Financial Advisors · 1 week ago
Tax Administrator
Bloomington, MN
Full-time
Hybrid
Entry Level
$55K/yr - $70K/yr
2+ years expStevens Foster Financial Advisors is a firm focused on integrated wealth management. The Tax Administrator provides operational and administrative support to the Tax and Client Service teams, ensuring accurate records and timely filings while handling client communications and documentation needs.
AdviceFinancial ServicesRisk Management
Hiring Manager
Perry Charlton
Responsibilities
Print, mail, track, and process annual client tax organizers
Receive, categorize, and scan incoming paper and electronic tax documents
Prepare initial missing information checklists for Tax Advisors and clients
E-file individual tax returns and maintain complete e-file documentation and confirmations
Mail completed tax returns, tax notices, and year-round IRS/state correspondence
Maintain accurate tax-season workflows in AdvisorEngine/Junxure
Ensure all tax-related files meet organizational, recordkeeping, and regulatory standards
Prepare account paperwork, including new accounts, transfers, beneficiary updates, and insurance applications
Process money movement such as contributions, distributions, cash transfers, and charitable gifting
Update eMoney balance sheets and custody audit spreadsheets
Maintain complete and compliant client records in AdvisorEngine/Junxure
Perform ongoing data accuracy checks within AdvisorEngine CRM
Update records, contact information, and documentation in accordance with firm procedures
Track client follow-up items and ensure completion
Reach out to clients regarding tax documents, missing information, cash needs, or portal access
Coordinate with Client Account Managers, Planners, and Tax Associates to route information and maintain workflow accuracy
Support general communication processes with professionalism and discretion
Monitor the firm’s main email inbox and route items appropriately
Answer phones, greet clients, and support front-office duties
Process incoming and outgoing mail, scanning, and document handling
Assist with electronic signature processes and other cross-departmental administrative tasks
Other tasks assigned to support operational needs
Qualification
Required
Minimum 2 years of experience in the financial services industry required
Proficiency with Microsoft Office (Word, Excel, Outlook)
Strong accuracy and attention to detail when handling financial, tax, and investment information
Excellent communication and client-service skills with a professional, calm demeanor
High accuracy and organization, particularly under tax-season workloads
Ability to manage multiple deadlines and priorities independently
Discretion and sound judgment when handling confidential information
Collaborative, reliable, and eager to support cross-functional workflows
Preferred
Administrative, tax office, or operational support experience strongly preferred
Associate's degree in Business, Accounting, Finance, or related field preferred (or equivalent experience)
Experience with Soraban, Lacerte, Fidelity Wealthscape, Schwab Advisor Center, and basic money movement processes strongly preferred
AdvisorEngine/Junxure CRM experience highly preferred
Benefits
Medical (PPO and HSA options with 85% employer-paid employee coverage)
100% employer-paid dental for employees
Voluntary vision
Employer-funded HSA contributions
Company-paid life and disability insurance
Pre-tax FSA options
50% employer coverage of Minnesota Paid Family & Medical Leave (PFML) premiums
401(k) with up to a 5% employer match after one year of service
Company
Stevens Foster Financial Advisors
Stevens Foster Financial Advisors offers risk management, financial, estate, and tax planning services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase