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!
...Role: Gen AI/Data Scientist Duration: Full-time Location: Cedar Rapids, Iowa - 5 days onsite No c2c or c2h - Only Fulltime or W2. Job description We are seeking a highly skilled Gen AI/DevOps Expert with experience in building and managing AIdriven applications...
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Product Owner II within PNC's Technology organization, you may be based in a remote location. This is a remote position. Work may be performed...
...condenser. This process includes updating the control systems from physical control panels to a distributed control system (DCS). Designer II will play a crucial role in this transformation by working on electrical schematics and wiring diagrams. Designer II will be...
...Who We Are: TransPerfect Legal Solutions (TLS) empowers legal professionals to leverage AI, analytics, and multi-language technology... ...intellectually stimulated so they can grow alongside the organization. From Intern to President, we believe that every single employee should have...
The Painter is responsible for applying preparatory materials, paints, and stains to surfaces of walls, ceilings, equipment, and furniture throughout assigned locations and projects. Essential functions and responsibilities of the position may vary by Aramark location ...