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Senior Tax Advisor

Company: Foster Victor Wealth Advisors
Location: Greenville
Posted on: November 16, 2021

Job Description:

SummaryFoster Victor Wealth Advisor's mission is to help our clients achieve their lifetime goals through holistic financial planning. The primary responsibility of this Accounting role is to servicing existing and new clients through dynamite output that inspires trust in our relationships.
Goals

  • To understand, articulate and emulate the firm's mission, vision, and core values
  • To become an integral part of the team, culture, and workflow
  • To enhance the client experience and a value-added resource for new and existing relationships
  • Ability to thrive in fast-paced, high-volume environment
    Supporting Activities
    • Executive Compensation
    • Balance Sheet Clean-up
    • Tax Efficiency Blueprint
    • Evaluation of Corporate Structure
    • Informal Business Valuations
    • Respond to team emails and questions
    • External & Internal Exit Transactions
    • Maximize Enterprise Value for Business Owners
    • Research IRS Guidelines and Concepts
    • Roth Conversion Overviews
    • Tax Strategy Review and Recommendations
      ---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 Basic Requirements
        • Certified Public Accounting (CPA)
        • Bachelor's Degree
        • 10+ Years of Accounting, Financial or Banking Experience

Keywords: Foster Victor Wealth Advisors, Greenville , Senior Tax Advisor, Accounting, Auditing , Greenville, South Carolina

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