Tax Manager

CAPTRUST is seeking a Tax Manager who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services.ResponsibilitiesMeets and corresponds with clients/potential clients and regularly with attorneys, CPAs, and other vendors collaboratively to service the clientPrepare and review individual, trust, not-for-profit and gift tax returns including preparation of some partnership returnsProvide innovative tax planning and review complex tax returnsOversee client tax compliance, planning and consulting projects by researching federal and state regulationsCoordinates tax services for clientsAnalyzes and resolves client issues using sound judgment based on experienceProvides leadership and coaching to tax associates, interns, and other employeesBuilds internal work relationships to enhance efficiency of the teamManage and mentor members of tax team to greater levels of effectiveness and engagementFind and implement opportunities for process improvement in company tax proceduresQualificationsCPA certification, CPA candidate required5 or more years of current public accounting experience preparing and reviewing all types of tax returnsSolid working knowledge of CCH Axcess (ProSystem Fx) including Autoflow and BNA Tax Planner. Knowledge of GoFileRoom, GoSytems, FirmFlow, Lacerte and QuickBooks / Quicken a plusExperience in Ranch and Oil & Gas accounting a plusDesired Qualifications/SkillsMaster’s degree in Tax from an accredited university (preferred)Supervisory experience requiredExtensive knowledge of federal, state, and local income tax lawProficiency in Word, Excel, PowerPoint, and OutlookStrong financial analytical and planning skillsSelf-starter that desires to take initiativeStrong work ethic, professional demeanor, and client service focusExcellent verbal and written communication skillsAbility to demonstrate highest personal ethics, integrity, and confidentialityStrong experience with a variety of tax operations and ability to drive process improvementsStrong ability to utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team membersWHAT 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 opportunitiesBrick Bonus success sharing programComprehensive health coverage + Personify wellness platform401(k) program with a 5% employer match + financial planning for colleaguesWHERE will you be working?1826 N Loop 1604 W #260 | San Antonio, TX 78248OR5005 LBJ Freeway, Ste. 1313 | Dallas, TX 75244Due to the nature of the role, this is not a remote or work from home positionEEO/Diversity StatementAt 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. #J-18808-Ljbffr