Firm Administrator - Part Time

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

Compensation & Benefits

We offer a competitive base salary and annual discretionary bonus tied to individual and firm performance. 

Eligible employees receive a competitive benefits package, including:
•    Paid Time Off (18 days annually at hire, increasing with tenure)
•    10 paid holidays plus 1 floating holiday
•    8 hours of Volunteer Paid Time Off annually
•    Safe Harbor 401(k) with employer match and immediate vesting
•    Medical, dental, and vision insurance
•    Life and disability insurance (STD and LTD)
•    Minnesota Paid Family & Medical Leave (private plan)
•    Professional development and continuing education reimbursement (with approval)
•    Discounted advisory services for eligible employees
Benefits are subject to plan terms and eligibility requirements.

Schedule:

• Monday to Friday
• Hybrid work option available in accordance with firm policy

Equal Employment Opportunity
Stevens Foster Financial Advisors is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, creed, religion, national origin, sex, pregnancy, gender identity or expression, sexual orientation, marital status, disability, age, veteran status, status with regard to public assistance, or any other characteristic protected by federal, state, or local law.