Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. The primary responsibility of this role is to service existing and new clients through dynamite output that inspires trust in our relationships.
Goals
- To understand, articulate and emulate the firm’s mission and core values
- To become an integral part of the team, culture, and workflow
- To enhance the clients’ experience and be a value-added resource for new and existing relationships
- Ability to thrive in fast-paced, high-volume environment
Supporting Activities
- Attend client meetings to answer questions and interpret complex tax concepts
- Responding to client inquiries for documentation, meeting times, meeting coordination and introductions
- Coordinate conversations with outside CPAs/tax professionals on client matters
- Review client tax returns and provide insights
- Prepare tax deliverables, including:
- Tax Loss Harvesting Reports
- Tax Efficiency Blueprints
- 1099 Requests/YTD investment gains and income
- Roth Conversions Projections
- Miscellaneous requests/calculations
- Other tax-related financial planning reports, as needed
- Call the IRS, state agencies, and advocates to ask questions and gather client-related information
- Research areas of opportunity and tax topics
- Assist in educating Wealth Coaches and Planning Team on tax topics/tax law changes to ensure accurate financial planning
- Take on at least one research challenge/education initiative per quarter
- Maintain team trackers and ensure clients are moving through the planning process
- Complete Agenda Prep, data requests and Case Prep Review
- Perform additional duties and adapt to changing priorities by assisting with projects or tasks outside the primary scope of this role, as needed, to support the overall success of the team and firm
Success Criteria
- Abide by the golden rules
- Deliver accurate output in a timely manner
- Develop a follow up and task completion system so items don’t fall through the cracks
- Strong written communication skills
Requirements
- Certified Public Accounting (CPA)
- Bachelor’s Degree
- 5+ Years of Accounting, Finance or Banking Experience
- Working knowledge of taxation. Experience preparing returns would be a plus.
Success Criteria
- Abide by the golden rules
- Deliver accurate output in a timely manner
- Develop a follow up and task completion system so items don’t fall through the cracks
- Strong written communication skills
Requirements
- Certified Public Accounting (CPA)
- Bachelor’s Degree
- 5+ Years of Accounting, Financial or Banking Experience
- Working knowledge of taxation. Experience preparing returns would be a plus.
