Tax Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

27 Aug, 26

Salary

85000.0

Posted On

29 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Compliance, Tax Planning, Income Tax Preparation, Bookkeeping, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe, Federal Tax Law, State Tax Law, Client Service, Verbal Communication, Written Communication, Research and Analysis, Attention to Detail, Professional Ethics

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and tax consulting services. The position is responsible for supporting the team's efforts in all client activities including tax planning, compliance, and executing tax projects effectively. This position will also assist in developing tax planning techniques for clients and make general recommendations for additional services where appropriate. Primary responsibilities may include the following, among others: Responsibilities Support annual tax return preparation for individuals, trusts, and foundations using tax software Assist with the preparation and payment of quarterly estimate tax payments Meet and correspond with other advisors or professionals including attorneys, CPAs, and investment advisors to collaborate on servicing shared clients Research and analyze tax-related compliance and planning questions utilizing available research tools Maintain and update client files and records as appropriate Build internal network to enhance efficiency of the team and promote tax service offering Add value to internal meetings by actively engaging in and being prepared for discussions centered around tax processes, tax preparation issues, and other matters that impact the effectiveness and efficiency of the tax team Effectively communicate with colleagues and supervisors on project status, open items, and assistance needed Technology focused with opportunities to assist in developing and improving tax processes Qualifications Minimum Qualifications: 1–3 years of public accounting experience preparing income tax returns (internship experience considered) Foundational understanding of debits, credits, and basic bookkeeping concepts Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and the full Microsoft Office suite Proficiency in Adobe Desired Qualifications/Skills: Basic knowledge of federal and state income tax laws Bachelor’s degree in Accounting, Finance, or related field CPA or progress toward CPA preferred Strong work ethic, professional demeanor, and client service focus Excellent verbal and written communication skills Ability to demonstrate high personal ethics, integrity, and confidentiality Organized, detail-oriented, and motivated to learn and grow in a team environment WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods Paid time off (PTO) or Paid Sick Leave (PSL) Compensation range (depending on location and experience): $75,000.00 - $85,000.00 WHERE will you be working? 1 Liberty Square #1300 | Boston, MA 02109 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.

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Responsibilities

The Tax Associate provides tax compliance and consulting services for high net worth families and entities. Responsibilities include preparing annual tax returns, managing quarterly estimate payments, and collaborating with other professional advisors.