Reap Financial is a boutique investment advisory firm that specializes in Retirement Planning. Our mission statement is to "Empower families to reimage what matters most." Our home office is located in Northwest Austin. The purpose of this position is to ensure smooth day to day operations of the practice while providing superior customer service to existing clients and prospects.
Position Responsibilities:
Be the liaison between tax professionals and our clients
Provide tax support for clients during tax season
Assist advisors by meeting with clients in regards tax related events for compliance purposes
Serve as a trusted tax advisor to clients of the firm, providing strategic tax planning and guidance to help them achieve their financial objectives
Prepare annual ROTH conversion estimates for select families
Communicate deadlines and requirements to clients
Analyze client accounts for quarterly rebalancing
Field client tax questions as needed
Stay informed on industry developments and changes in regulations
Document customer interactions
Champion the vision and culture of the firm through behavior that exemplifies our values.
Required Behaviors and Motivators:
Excels in identifying problems quickly.
Highly efficient, i.e., doesn't get bogged down with details.
People-centric, i.e., open while displaying strong people acumen.
Strong get-it-done attitude that moves things along quickly.
Zero procrastination, i.e., doesn't linger over projects but drives them to completion. Able to move between projects while prioritizing the most important ones first.
Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time.
Extremely flexible, i.e., able to switch gears and lanes with ease.
Strong ownership of projects with the ability to let things go when necessary.
Minimum Requirements
CPA certification preferred
College degree in accounting preferred
Minimum of 5 years of experience in tax planning
Strong personal tax preparation experience and extensive knowledge of tax laws
Experience with high-net worth clients.
Familiarity with tax software
Benefits
401(k) matching and profit sharing
Paid Time Off and Flex Time
Health, Dental, and Vision paid for by company
Summer Fridays
Hybrid work from home
And more.