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Seasonal Senior Tax Associate - Hybrid/Remote

Location: Los Angeles
Posted on: January 16, 2022

Job Description:

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization "one brick at a time. "

Please note that under our current policy only vaccinated colleagues are permitted in our offices during working hours.

Position Overview

A Seasonal Senior Tax Associate works with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services.

Job Responsibilities
Meets and corresponds with clients/potential clients and regularly with attorneys, CPAs, and other vendors collaboratively to service the client
Coordinates tax services for clients
Analyzes and resolves basic client issues using sound judgment based on experience
Provides leadership and coaching to tax associates, interns, and other employees
Updates client files and records as appropriate
Builds internal work relationships to enhance efficiency of the team
Based on business need, this role is to be performed on-site or remote.

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
Has 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
Possess a strong desire to give back to our communities and enrich the lives of those around us
Emulates an other's centered mindset
Applies integrity through maintaining objectivity

Minimum Qualifications
CPA certification or CPA candidate required
Master's degree in Tax from an accredited university (preferred)
3 or more years current public accounting experience preparing and reviewing all types of returns

Desired Qualifications/Skills
Supervisory experience preferred
Extensive knowledge of federal, state, and local income tax laws
Proficiency in Word, Excel, PowerPoint, and Outlook
Strong financial analytical and planning skills and work ethic
Strong work ethic, professional demeanor, and client service focus
Excellent verbal and written communication skills
Ability to demonstrate highest personal ethics, integrity, and confidentiality

Perks And Other Benefits

Competitive salary

Shareholder program

5% 401(k) Match

Healthy lifestyle reimbursements

Comprehensive Health Coverage + Healthy Lifestyle Reimbursement
Many more---

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.

CAPTRUST is committed to provide employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.

Keywords: CAPTRUST, Los Angeles , Seasonal Senior Tax Associate - Hybrid/Remote, Accounting, Auditing , Los Angeles, California

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