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Foster & Motley Careers

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

Client Service Assistant Tax Manager

About Foster & Motley

Foster & Motley is an independent, employee owned, fee-only wealth management firm providing clients with comprehensive financial planning and investment management.  We currently manage approximately $1.7 Billion in client assets and have over 40 dedicated employees. In 2020 we were recognized as one of Cincinnati Business Courier’s “Best Places to Work”, after being a finalist in previous years. The culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. 

This is a full-time position located in Cincinnati, Ohio with an opportunity for up to 16 hours per week of remote work, after a 90-day onboarding period.

What We Offer

  • Challenging work environment where you can make a difference in the lives of our clients
  • Competitive salary commensurate with experience
  • Annual profitability/performance bonus
  • Safe Harbor 401(k) plan with discretionary profit sharing
  • Medical, Short-Term/Long-Term Disability and Group Life insurance
  • Paid holidays, vacation and paid parental leave
  • Opportunities for professional growth and continuing education


Client Service Assistant

Position Summary

Foster & Motley is seeking a full time position assisting and supporting the Client Service Specialist (CSS) Team with client related financial planning and investment management activities, including preparing documents and reports and addressing their administrative needs, while exercising a high degree of confidentiality and initiative. This role will primarily focus on internal, operational tasks with the possibility of providing client support based on need and capability. The CSA position provides opportunity for advancement to other roles within the firm. 

 

Essential Functions

  • Support CSS team with onboarding of new clients
  • Establish, prepare, and maintain a variety of electronic files, and documents
  • Maintain control of matters in progress and follow up to ensure actions are completed
  • Compile regular and special reports selecting data from various sources
  • Open, maintain and service client accounts
  • Draft correspondence
  • Arrangement meetings and conferences as needed
  • Coordinate office functions with other departments
  • Perform other such duties as may be assigned

Knowledge, Skills and Abilities

  • Customer service mentality
  • General knowledge of office protocol and procedures
  • Organized, dependable, and personable
  • Detail oriented with an ability to multi-task
  • Excellent communication skills – oral and written
  • Ability to work independently and within a team environment
  • Ability to utilize computer programs effectively

Qualifications

  • College degree is preferred
  • Thorough knowledge of Microsoft applications; Word, Excel, Outlook is essential
  • Administrative experience - within the financial services industry is a plus
  • Experience with Customer Relationship Management (CRM) systems and Document Management Systems (DMS) is a plus

To Apply

If interested, please email your resume  and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.


Tax Manager

Position Summary

Foster & Motley, Inc. is seeking a Tax Manager to join our team. This is a full-time position located in Cincinnati, Ohio.  This position has room for advancement within Foster & Motley.  This position offers a collaborative work environment with a growing tax team consisting of intern, administrative, and associate tax preparer support as well as a tax director with 20+ years of experience.  There is an opportunity for flextime outside of busy season.

Responsibilities

  • Prepare and review of complex individual income 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
  • Manage and train interns as well as associate/seasonal tax preparers
  • 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 Required
  • Extensive experience in preparing and reviewing individual income tax returns (6+ years at a minimum)
  • Strong knowledge of tax reporting for investment income including partnership flow-through items, multi-state returns, and tax basis calculations. Experience with trust tax returns a plus
  • Strong tax research skills
  • High level of comfort with technology and utilizing electronic tax workpapers
  • Proficiency in CCH Axcess/ProSystem FX and BNA Income Tax Planner preferred
  • Team player, able to work well with all levels of the firm and with clients
  • Excellent written and verbal communication skills

To Apply

If interested, please email your resume  and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.