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Jobs at Stevens Foster Financial Advisors (Now Hiring) — 2 open

Stevens Foster Financial Advisors logoStevens Foster Financial Advisors

Firm Accountant Administrator

Bloomington, Minnesota, United States · Hybrid

Senior

Firm Accountant Administrator Stevens Foster Financial Advisors provides tax planning, tax return preparation, financial planning and investment advice to executives and professionals. We’re looking for a Firm Accountant…

Skills: Accounting, Payroll Processing, Vendor Payments, Client Invoicing, Financial Reporting

Stevens Foster Financial Advisors logoStevens Foster Financial Advisors

Firm Accountant Administrator

Bloomington, Minnesota, United States · Hybrid

Senior

Firm Accountant Administrator Stevens Foster Financial Advisors provides tax planning, tax return preparation, financial planning and investment advice to executives and professionals. We’re looking for a Firm Accountant…

Skills: Accounting, Payroll Processing, Vendor Payments, Client Invoicing, Financial Reporting

Stevens Foster Financial Advisors logo

Firm Accountant Administrator

Stevens Foster Financial Advisors

Bloomington, Minnesota, United States • Hybrid

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Senior

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  • Part-time
  • bachelor degree, professional certificate
  • Paid Time Off, Paid Holidays, Voluntary Paid Time Off, 401(k), 401(k) Matching, Health Insurance
  • Posted 20d ago
  • ~40 hrs/week

Responsibilities

Oversee all non-client facing functions including accounting, payroll, and financial reporting. Manage human resources, recruiting, and administrative relationships with landlords and IT consultants.

Requirements

Requires seven years of small firm accounting experience and proficiency in QuickBooks Online. An accounting degree and CPA license are preferred.

Full job description

Firm Accountant Administrator

Stevens Foster Financial Advisors provides tax planning, tax return preparation, financial planning and investment advice to executives and professionals. We’re looking for a Firm Accountant Administrator to oversee all non-client facing functions within our firm under the direction of our general manager.

Our 40 year old firm has grown to approximately twenty professionals, serving several hundred tax and financial planning clients. We manage or administer over $750 million in client assets. Our primary mission is to grow our clients’ balance sheets via creative and ethical tax planning, comprehensive financial planning, and prudent investment management.

Responsibilities include:

  • All accounting and payroll processing functions
  • Vendor payments
  • Client invoicing, receivable collection, and banking deposits
  • Approval of discretionary language in client agreements
  • Drafting of monthly advisory fees from client accounts
  • Financial reporting
  • Banking relationships
  • Human Resources
  • Recruiting
  • Fringe benefit selection, enrollment, and administration
  • Performance management
  • Tracking of tasks assigned by the General Manager
  • Landlord relationships
  • Liaison to information technology consultants

Education and Experience Requirements:

  • Seven years of small firm accounting experience
  • QuickBooks Online experience
  • Accounting degree and CPA license preferred

Benefits:

  • Paid time off, paid holidays and voluntary paid time off
  • 401(k) and 401(k) matching
  • Health, dental and vision insurance
  • Disability insurance (short term disability and long term disability)
  • Health savings account
  • Flexible spending account
  • Dependent care flexible spending account
  • Life insurance
  • Parental leave

Schedule:

  • Monday to Friday
  • Hybrid opportunity after 6 months

Related keywords

QuickBooks OnlineCPATax PlanningFinancial PlanningPayrollAccounts ReceivableHuman ResourcesFinancial ReportingInvestment ManagementBenefit Administration

About Stevens Foster Financial Advisors

LinkedInVisit site

Integrated wealth, tax, and planning—rooted in clarity, collaboration, and long-term impact.

Industry
Financial Services
Company size
11-50 employees
Founded
1988
Headquarters
Bloomington, Minnesota
LinkedIn followers
158

At Stevens Foster, we value time—our clients’ and our team’s. We focus on doing complex work with clarity, integrity, and a disciplined approach that brings wealth management, tax strategy, and financial planning together under one roof. We serve busy executives and high-net-worth individuals who rely on us for long-term financial confidence. Our strength comes from blending deep technical expertise with a collaborative model where planners, analysts, tax professionals, and investment specialists work side by side. Joining Stevens Foster means stepping into a team-oriented environment built on trust, professionalism, and a shared commitment to excellence. You’ll contribute to meaningful client outcomes, sharpen your craft, and grow in a firm that invests in both technical skill and human development. If you’re passionate about delivering high-quality work, enjoy working in a coordinated team structure, and want to build a career with purpose and impact, Stevens Foster is the kind of place where you can thrive.

Offices: 7900 Xerxes Ave S, Bloomington, Minnesota 55431, US

AdviceRisk ManagementFinancial Services
View all jobs at Stevens Foster Financial Advisors

About Stevens Foster Financial Advisors

LinkedInVisit site

Integrated wealth, tax, and planning—rooted in clarity, collaboration, and long-term impact.

Industry
Financial Services
Company size
11-50 employees
Founded
1988
Headquarters
Bloomington, Minnesota
LinkedIn followers
158

At Stevens Foster, we value time—our clients’ and our team’s. We focus on doing complex work with clarity, integrity, and a disciplined approach that brings wealth management, tax strategy, and financial planning together under one roof. We serve busy executives and high-net-worth individuals who rely on us for long-term financial confidence. Our strength comes from blending deep technical expertise with a collaborative model where planners, analysts, tax professionals, and investment specialists work side by side. Joining Stevens Foster means stepping into a team-oriented environment built on trust, professionalism, and a shared commitment to excellence. You’ll contribute to meaningful client outcomes, sharpen your craft, and grow in a firm that invests in both technical skill and human development. If you’re passionate about delivering high-quality work, enjoy working in a coordinated team structure, and want to build a career with purpose and impact, Stevens Foster is the kind of place where you can thrive.

Offices: 7900 Xerxes Ave S, Bloomington, Minnesota 55431, US

AdviceRisk ManagementFinancial Services
View all jobs at Stevens Foster Financial Advisors

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