Senior Tax Advisor

Job Description

Job Description

Salary : About Stevens Foster

Stevens Foster Financial Advisors is a Bloomington-based wealth management firm offering comprehensive financial planning, investment, and tax services to high-net-worth individuals and corporate executives. Since 1988, weve built our reputation on delivering thoughtful, integrated advice that helps clients manage complex financial lives.

The Opportunity

Were looking for a Senior Tax Advisor to join our collaborative team and lead the delivery of high-quality tax preparation, planning, and advisory services. This position combines technical expertise with client interaction and team mentorship in a professional, relationship-focused environment.

Youll work closely with financial planners, client account managers, and investment specialists to coordinate tax strategies within each clients overall financial plan.

Key Responsibilities

• Prepare and review individual, fiduciary, trust, estate, and gift tax returns.
• Prepare and review quarterly and annual tax projections and multi-year plans.
• Research and interpret complex tax issues, ensuring compliance and practical application.
• Identify and implement process improvements in tax preparation and review workflows.
• Develop and present tax planning strategies in collaboration with account managers, planners, and investment professionals.
• Maintain organized, complete, and accurate tax files per firm standards.
• Support and present tax strategies and findings during client meetings.
• Provide leadership, mentoring, and technical review for Tax Advisors and Tax Associates.
• Participate in special projects and internal reviews as needed.

Qualifications

Compensation & Benefits

Medical, dental, and vision insurance

Schedule

Why Join Stevens Foster

This is a chance to bring your tax expertise into a firm where collaboration and precision matter. Youll be part of a supportive, multidisciplinary team that values quality, relationships, and the integration of tax, investment, and financial planning strategies.

Apply today to grow your career in an environment built on integrity, excellence, and trust.