What are the responsibilities and job description for the Tax Associate position at CAPTRUST?
Overview
WHO are we looking for?
CAPTRUST is seeking a Tax Associate who will provide administrative, tax compliance, and fiduciary support. The Tax Associate’s primary responsibility is to coordinate and participate in client services within a team concept.
Responsibilities
- Coordinates tax services for clients as part of a team model
- Analyzes and resolves basic client issues using sound judgment based on experience
- Updates client files and records as appropriate
- Prepares quarterly and annual income tax reports and provisions
Qualifications
Minimum Qualifications:
- Bachelor’s degree in Tax/Accounting from an accredited university or equivalent years of working experience
- CPA career path preferred
- 1-3 years current public accounting experience including individual and trust taxation
Desired Qualifications/Skills:
- Working knowledge of federal, state, and local income tax laws
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation, and research software
- 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:
- Employee ownership opportunities
- Brick Bonus success sharing program
- Comprehensive health coverage Virgin Pulse wellness platform
- 401(k) program with a 5% employer match financial planning for colleagues
WHERE will you be working?
601 Poydras Street #1855 | New Orleans, LA 70130
5005 LBJ Freeway #1313 | Dallas, TX 75244
1826 N Loop 1604 W #260 | San Antonio, TX 78248
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.
CAPTRUST is committed to providing 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.
