Tax Advisor Relationship Manager

Job overview

The Tax Advisor Relationship Manager role is listed in Minneapolis, MN, with a hybrid work option available under firm policy. Compensation is $65,000 per year; the posting also describes an annual discretionary bonus tied to individual and firm performance. Stevens Foster Financial Advisors provides integrated financial planning, investment management, and tax strategy services to executives and high-net-worth families. The role combines tax preparation and review with primary client relationship management. It supports clients’ financial goals by coordinating tax planning with financial planning and investment services, ensuring compliance, and addressing complex tax matters and audits.

What you'll do

• Build and maintain client relationships and serve as a central contact
• prepare and review individual, trust, gift, and entity returns
• review cost basis and required minimum distribution calculations
• develop tax projections and estimated payments
• present tax strategies and planning recommendations
• research tax-law changes and communicate impacts
• maintain tax documentation and workpapers
• represent clients before tax agencies and resolve audits
• improve workflows
• guide Tax Associates on preparation and documentation practices.

What we're looking for

Skills & competencies

tax advisor relationship manager

minneapolis mn

stevens foster financial advisors

tax preparation

tax planning

client relationship management

trust and estate returns

irs representation

hybrid option

$65,000/year

monday–friday

cpa preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off
• paid holidays and floating holiday
• volunteer paid time off
• 401(k) with employer match and immediate vesting
• medical, dental, and vision insurance
• life and disability insurance
• Minnesota Paid Family and Medical Leave
• professional development and continuing education reimbursement with approval
• discounted advisory services for eligible employees.

Why this role

Requires a bachelor’s degree in Accounting, Finance, or a related field and at least three years of direct tax-return preparation experience. CPA designation preferred or active progress toward completion. Full-time Monday–Friday schedule, with additional hours during peak tax season; hybrid option subject to firm policy.

About the employer

Stevens Foster Financial Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.