Foster & Motley Careers

Foster & Motley is looking for talented individuals to join our team for the following positions:

About Foster & Motley

Foster & Motley is a growing, independent, employee-owned, fee-only Registered Investment Advisory (RIA) firm that provides clients with investment management and comprehensive financial planning. We currently manage over $3 Billion in client assets and have over 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.

Associate Planner

Essential Functions

• Plan Development: Prepare and update comprehensive financial plans, including retirement projections, tax planning, cash flow analysis, and estate planning strategies
• Client Support: Participate in client meetings, take detailed notes, and manage post-meeting follow-up items
• Analysis: Gather, input, and analyze client financial data using software such as eMoney, Salesforce, and Excel
• Implementation: Assist with investment implementation, including account opening, asset allocation changes, and money movement, while ensuring compliance with regulations
• Research & Documentation: Research specific planning issues, prepare investment proposals, and maintain accurate client records
• Assist Financial Planners with client communications, implementing a financial plan, researching specific planning issues, and developing specialized analyses for a client’s comprehensive plan

Qualifications

• Progress towards CFP® and/or CPA designation preferred
• Bachelor’s Degree required
• 0-5 years of professional experience in a wealth management or financial services field and a strong background in tax is preferred but not required
• Detail-oriented with a demand for a high degree of accuracy and ability to follow direction
• Highly proficient in Microsoft Office products. Proficiency in eMoney preferred but not required
• Excellent written and verbal communication skills
• Develop and maintain a “client-first” service mentality
• Demonstrate a willingness to work as a team with all levels of the firm and with clients
• Find solutions and develop new skills
• Team player, able to work well
• Interest in professional and personal growth by involvement with professional and/or community organizations
  
  

What This Role Offers

• Competitive salary commensurate with experience
• Annual bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Dental, Vision, Short-Term/Long-Term Disability, and Group Life insurance
• Paid time off and paid parental leave
• Opportunities for professional growth and continuing education
• Up to 16 hours per week of remote work flexibility, starting after 90-days of employment

To Apply

Tax Manager

Foster & Motley, Inc. is seeking a Tax Manager to join our team. We provide clients with comprehensive financial planning and investment management, with a focus on tax planning throughout the year. We also prepare tax returns for a number of our clients and are looking to expand this service offering. This is a full-time position located in Cincinnati, Ohio.

Responsibilities

• Review and sign complex individual income tax returns, trusts, and gift tax returns, with high attention to detail
• Assist tax director in maintaining high quality tax services and a high level of client service while expanding capacity
• Throughout the year, assist financial advisors with tax projections and research
• Respond to notices from the IRS and other tax authorities
• Maintain a “client-first” service mentality
  
  

Qualifications

• CPA license required
• Minimum of 8+ years of progressive tax experience required
• Significant experience with reviewing and signing individual income tax returns
• Strong knowledge of tax reporting for investment income including partnership flow-through items, multi-state returns, and tax basis calculations
• Experience with trust, partnerships, and gift tax returns a plus
• Strong tax research skills
• High level of comfort with technology and utilizing electronic tax workpapers
• Proficiency in CCH Axcess preferred
• Team player, able to work well with all levels of the firm and with clients
• Excellent written and verbal communication skills
  
  

What This Role Offers

• A collaborative work environment with a growing tax team consisting of administrative and tax manager support as well as a tax director with 20+ years of experience
• Competitive salary commensurate with experience
• Annual bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Dental, Vision, Short-Term/Long-Term Disability and Group Life insurance
• Paid time off and paid parental leave
• Opportunities for professional growth and continuing education
• Up to 16 hours per week of remote work flexibility, starting after 90-days of employment
• Opportunity for flextime outside of busy season
  
  

To Apply