Tax Advisor Relationship Manager

The Tax Advisor Relationship Manager supports and provides tax preparation, review, and analysis for Stevens Foster’s high net worth and executive clients. This role assists in preparing individual, fiduciary, trust, estate, gift, and entity returns; develops tax projections; conducts research; and ensures compliance with all relevant tax laws and reporting requirements. This role supports strategic tax planning by identifying opportunities and integrating tax considerations into broader wealth strategies, as well as presenting these directly to clients.

The Tax Advisor Relationship Manager also takes an active role with Stevens Foster's clients, as the primary relationship manager for clients.

This role serves as a front line advocate for clients’ financial well being, ensuring that services delivered remain aligned with client needs, priorities, and long term objectives. Advisors build trusted relationships, develop a comprehensive understanding of each client's goals, and coordinate seamlessly across Financial Planning, Tax, and Investments to deliver integrated, holistic financial strategies.

The role emphasizes precision, accuracy, proactive communication, and strong documentation — all essential to supporting the firm’s high touch, relationship centered client experience. The Tax Advisor Relationship Manager also serves as a primary point of contact for complex tax matters, representing clients before the IRS and state tax authorities and owning the resolution of audits and advanced compliance issues.

• Build and maintain long term client relationships through proactive communication, empathy, and trust.
• Develop a deep understanding of client goals, financial priorities, and personal circumstances.
• Serve as the central point of contact for client questions, planning needs, and follow up items.
• Maintain an ongoing understanding of clients’ evolving goals, priorities, and communication preferences over time.
• Additional

• Prepare and review individual, trust, gift, and entity tax returns accurately and on time.
• Oversee preparation processes to ensure accuracy, completeness, and compliance.
• Review cost basis calculations and required minimum distribution (RMD) calculations to ensure accuracy and compliance with applicable tax regulations.

• Develop quarterly and annual tax projections and estimated payments.
• Prepare and review tax projections and estimated payments
• Present tax strategies, planning recommendations, and complex tax concepts directly to clients, and support advisors in client meetings as needed.
• Assist advisors with tax related questions and planning input.

• Research legislative and regulatory tax changes and communicate their impact to internal teams.
• Maintain accurate tax documentation, procedures, and supporting work papers.
• Ensure compliance with all current tax laws and regulations.
• Represent on behalf of clients to IRS and state agencies.
• Resolve client IRS and state audits.
• Provide guidance to firm for tax topics & changes.

• Recommend improvements to tax preparation workflows, documentation standards, and client deliverables.
• Assist with technology use and organization of tax files, work papers, and e-filing processes.
• Provide guidance to Tax Associates on return preparation, documentation, and best practices. Professionalism & Representation
  • Act as a consistent, trusted representative of Stevens Foster’s relationship centered advisory philosophy in all client and team interactions.
  • Represent Stevens Foster with professionalism, integrity, and a commitment to high quality service.
  • Foster strong relationships with internal teams to support a…