Junior Tax Advisor
Job Description
Summary
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 client experience and be a value-added resource for new and existing relationships
- Ability to thrive in fast-paced, high-volume environment
Supporting Activities
- Prepare tax deliverables, including:
- Tax Loss Harvesting Reports
- 1099 Requests/YTD investment gains and income
- Roth Conversions Projections
- Miscellaneous requests/calculations
- Tax-related financial planning reports
- Calling the IRS and state agencies to ask general questions
- Coordinate conversations with outside CPAs/tax professionals on client matters
- Research areas of opportunity and tax topics
- Maintain our tax planning engagement tracker and ensure clients are moving through the process
- Sit in client meetings to take notes on client questions or answer general tax related questions
- Capturing team tasks from meetings and adding to shared to-dos
- Assisting with Agenda Prep, data requests and Case Prep Review for Tax Team
- Responding to client inquiries for documentation, meeting times, meeting coordination and basic introductions
- Take on at least one research challenge/education initiative per quarter
Success Criteria
- Abide by the four 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
- 2+ Years of Accounting, Financial or Banking Experience
- Working knowledge of taxation. Experience preparing returns would be a plus.
