Tax Planning Advisor; EA or CPA

Tax Planning Advisor (EA or CPA)

Capita is an RIA firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning.

As part of our commitment to simplifying and strengthening the financial lives of our clients, we are expanding our in-house services to include tax strategies and preparation. This new role will play a foundational part in building that offering.

Job: Full-time:
Monday–Friday, 9 am–5 pm

Location: Draper, UT

Help Build the Future of Tax at Capita

At Capita, we believe taxes are more than an annual filing — they’re an essential part of a client’s financial plan. We’re building something different and are looking for an Enrolled Agent (EA) or CPA who wants to do more than prepare tax returns. You’ll help build a modern, integrated tax practice alongside our financial advisors.

This is an opportunity to help shape the future of tax services ’ll work directly with clients, partner with financial advisors on proactive tax planning, and have a meaningful voice in developing the processes, workflows, and client experience that will define our growing tax practice. Because this role is part of our Centralized Planning Team (CPT), there is also an opportunity to broaden your impact over time.

As our tax practice grows—and depending on your interests and strengths—you may have the opportunity to support broader financial planning initiatives beyond tax, making this an ideal role for someone who enjoys continuous learning and wants to expand their expertise.

If you’re someone who enjoys solving problems, improving how work gets done, taking ownership, and helping build something from the ground up, we’d love to meet you.

• Prepare and file individual and business federal and state tax returns accurately and on time.
• Build strong relationships with clients through proactive communication and exceptional service.
• Respond to IRS and state notices while keeping clients informed throughout the process.
• Help clients understand how tax decisions impact their overall financial picture.

• Collaborate closely with Capita financial advisors to integrate tax planning into each client’s financial plan.
• Identify tax planning opportunities throughout the year—not just during tax season.
• Recognize opportunities where clients may benefit from additional planning services.
• Serve as a trusted resource to advisors and clients on tax-related planning decisions.

• Improve workflows, documentation, and internal processes.
• Help create scalable systems that support the growth of our tax practice.
• Share ideas that improve both the client and advisor experience.
• Stay current on tax law changes and industry best practices.

One of the unique aspects of this role is that it doesn’t have to stop  a member of Capita’s Centralized Planning Team, you’ll work alongside financial planners and advisors every day. You’ll have opportunities to expand your knowledge and contribute to broader financial planning initiatives depending on your interests and strengths.

Whether that includes supporting retirement planning, investment tax strategies, cash flow planning, or other complex planning projects, we aim to help our team members grow their expertise and make a greater impact.

Within your first year, you’ll:

• Earn the trust of clients through exceptional service and thoughtful guidance.
• Become a valued planning partner for Capita’s financial advisors.
• Help improve and strengthen our tax practice through your ideas and initiative.
• Identify opportunities that enhance the client experience.
• Expand your understanding of comprehensive financial planning.
• Begin contributing to broader planning initiatives beyond tax, based on your interests and career goals.
• Help build a tax practice that clients and advisors genuinely value.

You'll probably enjoy this role if you:

• Take ownership and naturally look for ways to improve things.
• Enjoy building something rather than simply maintaining it.
• Like solving problems and…