What are the responsibilities and job description for the Client Service & Tax Liaison position at REAP Financial?
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 :
Minimum Requirements
Benefits