Senior Tax Associate

Overview

WHO are we looking for?

CAPTRUST is seeking a Senior 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 adding to the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate.

Primary responsibilities may include the following, among others:

Responsibilities

• Meet and correspond with clients or potential clients regularly
• Meet and correspond with other advisors or professionals including attorneys, CPAs, and investment advisors to collaborate on servicing shared clients
• Prepare tax basis financial statements for small, family-owned entities; this may include reviewing clients’ internal financials and proposing adjustments to correct bookkeeping errors
• Support with annual tax return preparation and review for individuals, trusts, and business entities using tax software; this may include reviewing prepared returns or preparing returns for review
• 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 rigorous discussions centered around tax process, tax preparation issues and other matters that impact the effectiveness and efficiency of the tax team
• Effectively communicate with colleagues and superiors on project status, open items, and assistance needed
• Based on business need, ability to travel for occasional on-site meetings and collaboration
• Technology focused with opportunities to assist in developing and improving tax processes

Qualifications

Minimum Qualifications:

• 3 or more years current public accounting experience preparing and reviewing income tax returns
• Thorough understanding of debits and credits and bookkeeping concepts
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, all Microsoft suite
• Proficiency in Adobe
• Desired Qualifications/Skills: Extensive knowledge of federal and state income tax laws
• Advanced degree in Tax from an accredited university (preferred)
• Supervisory experience preferred
• Self-starter who can get started on projects and coach direct reports
• Strong work ethic, professional demeanor, and client service focus
• Excellent verbal and written communication skills
• Ability to demonstrate highest personal ethics, integrity, and confidentiality
• 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)
• WHERE will you be working?
• 1100 Poydras St  #1350 | New Orleans, LA 70163
• 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.

Responsibilities

• Meet and correspond with clients or potential clients regularly
• Meet and correspond with other advisors or professionals including attorneys, CPAs, and investment advisors to collaborate on servicing shared clients
• Prepare tax basis financial statements for small, family-owned entities; this may include reviewing clients’ internal financials and proposing adjustments to correct bookkeeping errors
• Support with annual tax return preparation and review for individuals, trusts, and business entities using tax software; this may include reviewing prepared returns or preparing returns for review
• 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 rigorous discussions centered around tax process, tax preparation issues and other matters that impact the effectiveness and efficiency of the tax team
• Effectively communicate with colleagues and superiors on project status, open items, and assistance needed
• Based on business need, ability to travel for occasional on-site meetings and collaboration
• Technology focused with opportunities to assist in developing and improving tax processes

Qualifications

Minimum Qualifications:

• 3 or more years current public accounting experience preparing and reviewing income tax returns
• Thorough understanding of debits and credits and bookkeeping concepts
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, all Microsoft suite
• Proficiency in Adobe
• Desired Qualifications/Skills: Extensive knowledge of federal and state income tax laws
• Advanced degree in Tax from an accredited university (preferred)
• Supervisory experience preferred
• Self-starter who can get started on projects and coach direct reports
• Strong work ethic, professional demeanor, and client service focus
• Excellent verbal and written communication skills
• Ability to demonstrate highest personal ethics, integrity, and confidentiality
• 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)
• WHERE will you be working?
• 1100 Poydras St  #1350 | New Orleans, LA 70163
• 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.