Tax Associate

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:

• 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

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

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

1 Liberty Square #1300 | Boston, MA 02109

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.

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…