Associate Wealth Advisor – Tax Focus

About Stevens Foster

Stevens Foster is an established, independent RIA firm with over 38 years of experience serving corporate executives and high-net-worth individuals in the Twin Cities. We provide integrated financial planning, investment management, and tax-forward advisory services — and have built a lasting reputation through long-term client relationships and a consistently high standard of care.

Our advisory model is team-based. Advisors focus on guiding clients and managing relationships — not selling, prospecting, or building individual books of business. Many of our clients engage us first through tax work, and we build long-term advisory relationships from there.

The Opportunity

We are looking for someone with a tax background who is ready to grow into a client-facing advisory role.

This is a newly structured position that combines the foundational responsibilities of our Associate Client Account Manager role with meaningful tax advisory work. It is built for a candidate who has spent time in tax preparation or advisory work and wants to apply that expertise within a broader wealth management context — working directly with clients, not just behind the scenes.

This is not a back-office role and it is not a sales role.

It is a development path into a client-facing, tax-aware advisory career within a structured, team-based firm.

You will work alongside experienced advisors, participate in client meetings, and serve as a subject matter resource for tax-related questions. Over time, you will take on greater ownership of client relationships within our integrated planning model.

What You’ll Do

Your responsibilities will span two areas: advisory development and tax expertise.

Client Relationship & Advisory Support

• Participate in client meetings alongside advisors to observe and contribute to planning and advisory discussions
• Prepare meeting materials, agendas, and summaries; document client goals and follow-up items in the firm’s CRM
• Communicate client needs clearly to Planning, Tax, and Investment teams, and coordinate deliverables across departments
• Gradually take on greater responsibility for client communication and relationship management over time

Tax Advisory & Analysis

• Review and analyze client tax returns (individual, fiduciary, trust, gift, and entity) with advisors to identify planning opportunities
• Develop tax projections and estimated payment schedules for clients with complex income situations
• Serve as an internal tax resource — supporting advisors and client managers on tax-related questions and planning considerations
• Connect tax concepts to broader wealth strategy (investment taxation, retirement distributions, equity compensation, estate planning)
• Stay current on legislative and regulatory changes and communicate their impact to the advisory team

Account Operations & Team Coordination

• Support account paperwork, money movement, transfers, and Docu Sign coordination
• Partner with Client Service Associates and Operations to ensure client requests are completed accurately and efficiently
• Maintain organized client records and assist with gathering financial documents

What We’re Looking For

Required Qualifications

• 3+ years of direct experience preparing or advising on individual, trust, or entity tax returns
• Bachelor’s degree in Accounting, Finance, or a related field
• Strong working knowledge of individual income taxation, deductions, and planning strategies
• Excellent written and verbal communication skills; professional presence in client-facing settings
• High attention to detail and the ability to manage multiple priorities during peak cycles

Preferred Qualifications

• Strongly preferred: CPA designation, or active progress toward completion
• Experience working in a wealth management, RIA, or financial planning environment
• Exposure to fiduciary, trust, estate, or gift taxation
• Familiarity with investment taxation and tax-efficient planning strategies
• Interest in or progress toward the CFP® designation or Series 65
• Comfort with tax software such as Lacerte, and research tools such as RIA Checkpoint or BNA

This role is a strong fit for a tax accountant or tax advisor who wants to move toward client-facing advisory…