Senior Tax Associate

4 weeks ago

San Antonio, Texas, United States CAPTRUST Full time
Job Description

CAPTRUST is seeking a Senior Tax Associate to join our team. As a Senior Tax Associate, you will work with team members to provide high net worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services.

Responsibilities
  • Meet and correspond with clients or potential clients regularly to understand their tax needs and provide tailored solutions.
  • Collaborate with other advisors or professionals, including attorneys, CPAs, and other professionals, to service shared clients and provide comprehensive tax services.
  • Support the preparation and review of annual tax returns for individuals, trusts, and business entities using tax software.
  • Research and analyze tax-related compliance and planning questions utilizing available research tools to provide accurate and timely advice.
  • Maintain and update client files and records as appropriate to ensure accurate and efficient service delivery.
  • Build internal networks to enhance the efficiency of the team and promote tax service offerings.
  • Add value to internal meetings by actively engaging in and being prepared for rigorous 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 superiors on project status, open items, and assistance needed to ensure seamless collaboration and service delivery.
  • Based on business need, ability to travel for occasional on-site meetings and collaboration to provide face-to-face support and build relationships.
Qualifications
  • Accounting career path preferred, with a strong background in tax compliance and consulting.
  • Advanced degree in Tax from an accredited university (preferred) or equivalent experience in tax consulting and compliance.
  • 3 or more years of current public accounting experience preparing and reviewing income tax returns.
Desired Qualifications/Skills
  • Supervisory experience preferred, with a proven track record of leading teams and driving results.
  • Extensive knowledge of federal and state income tax laws, with the ability to analyze and apply complex tax regulations.
  • Proficiency in Word, Excel, PowerPoint, and Outlook, with the ability to effectively communicate complex information through written and verbal channels.
  • Self-starter who can get started on projects and coach direct reports to drive results and achieve goals.
  • Strong work ethic, professional demeanor, and client service focus, with a commitment to delivering exceptional service and results.
  • Excellent verbal and written communication skills, with the ability to build relationships and communicate complex information effectively.
  • Ability to demonstrate highest personal ethics, integrity, and confidentiality, with a commitment to upholding the highest standards of professionalism and integrity.
What to Expect from Your Career at CAPTRUST

CAPTRUST is committed to building and maintaining a diverse workforce and inclusive work environment where all colleagues feel authentically seen, respected, and supported. We offer a comprehensive benefits package, including employee ownership opportunities, a brick bonus success sharing program, comprehensive health coverage, and a 401(k) program with a 5% employer match.

We are 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.

  • Tax Senior Associate

    4 weeks ago

    San Antonio, Texas, United States gpac Full time

    Job DescriptionA leading CPA firm in the United States is seeking a Tax Senior to join their team. This stable and growing firm offers its clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Senior to contribute to a team of highly motivated staff.Tax Senior Responsibilities:Oversee tax...

  • Tax Senior Associate

    4 weeks ago

    San Antonio, Texas, United States gpac Full time

    Tax Senior RoleA leading CPA firm in the area is seeking a Tax Senior to join their team. This stable and growing firm offers its clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Senior to join a team of highly motivated staff.Tax Senior Responsibilities:Oversee tax staffProvide tax...

  • Tax Senior Associate

    4 weeks ago

    San Antonio, Texas, United States Forvis Mazars, LLP Full time

    About the Role:We are seeking a highly skilled Tax Senior Associate to join our team at Forvis Mazars, LLP. As a Tax Senior Associate, you will play a key role in providing tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities.Key Responsibilities:Provide tax compliance, tax provision, and tax advisory services...

  • Tax Senior Associate

    4 weeks ago

    San Antonio, Texas, United States FORVIS Full time

    Job SummaryAs a Tax Senior Associate at Forvis Mazars, you will play a key role in helping successful companies and their owners navigate the complexities of tax planning and compliance. You will work closely with your team to provide authentic support to clients and communicate regularly with them to understand their businesses and industries.Key...

  • Tax Associate Professional

    4 weeks ago

    San Antonio, Texas, United States Forvis Mazars, LLP Full time

    About the Role:We are seeking a highly skilled Tax Senior Associate to join our team at Forvis Mazars, LLP. As a Tax Senior Associate, you will play a key role in providing tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities.Key Responsibilities:Providing tax compliance, tax provision, and tax advisory services...

  • Senior Tax Manager

    1 month ago

    San Antonio, Texas, United States Jobot Full time

    Job Title: Senior Tax ManagerAbout the Role:We are seeking a highly skilled Senior Tax Manager to join our team at a leading public accounting firm in San Antonio, TX. As a Senior Tax Manager, you will be responsible for tax planning, compliance, preparation, and related activities for individuals, partnerships, corporations, trusts, and estates.Key...

  • Senior Tax Accountant

    4 weeks ago

    San Antonio, Texas, United States XPEL Full time

    Job Summary:We are seeking a highly skilled Senior Tax Accountant to join our team at XPEL. As a Senior Tax Accountant, you will be responsible for assisting in the preparation of US federal and state tax return workpapers, quarterly and annual tax provision, and domestic and international estimated tax payments. You will also manage multinational...

  • Senior Tax Accountant

    4 weeks ago

    San Antonio, Texas, United States XPEL Full time

    Job Title: Senior Tax AccountantJob Summary:XPEL is seeking a highly skilled Senior Tax Accountant to join our team. As a Senior Tax Accountant, you will be responsible for assisting in the preparation of US federal and state tax return workpapers, quarterly and annual tax provision, and domestic and international estimated tax payments. You will also manage...

  • Senior Tax Manager, Tax Planning Expert

    6 days ago

    San Antonio, Texas, United States Jobot Full time

    Job DetailsSeeking a skilled Senior Tax Manager to lead tax planning, compliance, preparation, and related activities for individuals, partnerships, corporations, trusts, and estates.Responsibilities include ensuring accuracy and risk mitigation in all tax-related activities, working closely with clients to provide comprehensive tax services, and staying...

  • Senior Tax Manager

    4 weeks ago

    San Antonio, Texas, United States Jobot Full time

    Seeking a Skilled Senior Tax Manager for a Leading Public Accounting FirmWe are a team-based, client-focused public accounting firm in San Antonio, TX, delivering personal attention to non-profit organizations, closely held businesses, and high net worth individuals. As one of the largest providers of accounting services to non-profits in San Antonio, we go...

  • Senior Tax Manager

    4 weeks ago

    San Antonio, Texas, United States CyberCoders Full time

    Job Title: Senior Tax Manager - Construction ExpertJob Location: RemoteSalary: $135k - $155k+Requirements:* 5+ Years Public Accounting Tax* Strength in the Construction Industry* Active CPACompensation:* $135k - $155k+* Great PTO* 401k with employer match* Medical, Dental, Vision, Long Term Disability, Life InsuranceBenefits:* Vacation/PTO* Medical* Dental*...

  • Tax Senior Professional

    1 month ago

    San Antonio, Texas, United States ATKG Full time

    About ATKGATKG is a leading accounting, assurance, and advisory firm that values innovation and client service. With over 40 years of experience, we have delivered exceptional services to clients in San Antonio and throughout the United States. Our commitment to excellence has earned us the recognition as a 2023 Best Places to Work.Our CultureWe take pride...

  • Tax Professional

    1 month ago

    San Antonio, Texas, United States FGA Full time

    Job OverviewWe are seeking a highly skilled Tax Manager/Senior to join our team at FGA. As a key member of our tax department, you will be responsible for preparing and reviewing tax returns, managing tax deadlines, and providing guidance to junior tax associates.Key Responsibilities:Prepare and review tax returns for assigned clientsManage tax deadlines and...

  • Tax Manager

    4 weeks ago

    San Antonio, Texas, United States Jobot Full time

    About the Role:The Tax Manager will collaborate with team members to provide tax compliance, consulting, and wealth management services to high-net-worth families, individuals, and their related entities. This role involves developing tax planning strategies and recommending additional services where appropriate.Key Responsibilities:Regularly meets and...

  • Tax Manager

    4 weeks ago

    San Antonio, Texas, United States Forvis Mazars, LLP Full time

    About the Role:We are seeking a highly skilled Tax Manager to join our team at Forvis Mazars, LLP. As a Tax Manager, you will be responsible for providing tax compliance and advisory services to individuals, partnerships, S corporations, and corporations in a variety of industries.Key Responsibilities:Providing tax compliance and advisory services to...

  • Senior Accountant

    4 weeks ago

    San Antonio, Texas, United States Novogradac & Company Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at Novogradac & Company LLP. As a Senior Accountant, you will be responsible for managing tax, audit, and other assignments with minimal supervision. This role requires a strong understanding of accounting and tax rules, excellent communication skills, and the ability to work...

  • Tax Senior

    4 weeks ago

    San Antonio, Texas, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Tax Senior to join our team in Dallas, TX. As a Tax Senior, you will work with some of the nation's best clients and enjoy a great work-life balance.Key ResponsibilitiesAs a Tax Senior, you will be responsible for providing tax expertise to our high net worth and real estate clients. This includes knowledge of...

  • Tax Manager

    4 weeks ago

    San Antonio, Texas, United States Novogradac & Company Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at Novogradac & Company LLP. The successful candidate will be responsible for managing a variety of tax and audit assignments, supervising staff, and mentoring senior accountants. The ideal candidate will have a strong understanding of accounting and tax rules, excellent communication...

  • Senior Living Community Director

    4 weeks ago

    San Antonio, Texas, United States Capital Senior Living Full time

    Job SummaryAs a Senior Living Community Director at Capital Senior Living, you will be responsible for ensuring the implementation of policies and procedures related to Resident care. You will work closely with the management team to recruit, interview, hire, supervise, evaluate, and discipline community employees. Additionally, you will develop and...

  • Senior Tax Professional

    4 weeks ago

    San Antonio, Texas, United States MGR Full time

    Job SummaryAt MGR, we are seeking a highly skilled Tax Accountant to join our team. The ideal candidate will have a strong understanding of tax laws and regulations, as well as excellent communication and interpersonal skills.Key Responsibilities:Prepare and file tax returns for individuals and businessesAdvise clients on tax-related mattersResearch and...