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!