Senior Tax Associate
4 days ago
At CAPTRUST, we are seeking a highly skilled Senior Tax Associate to join our team. As a key member of our tax team, you will be responsible for providing high-quality tax compliance, consulting, and wealth management services to our clients.
Key Responsibilities:- Meet and correspond with clients and other advisors to collaborate on servicing shared clients
- Support with annual tax returns preparation and reviews for individuals, trusts, and business entities
- Research and analyze tax-related compliance and planning questions using available research tools
- Maintain and update client files and records as appropriate
- Build internal networks to enhance efficiency and promote tax service offerings
- Effectively communicate with colleagues and superiors on project status, open items, and assistance needed
- Accounting career path preferred
- Advanced degree in Tax from an accredited university (preferred)
- 3 or more years of current public accounting experience preparing and reviewing income tax returns
At CAPTRUST, we value our employees and 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 building a diverse workforce and inclusive work environment where all colleagues feel authentically seen, respected, and supported.
CAPTRUST is an equal opportunity employer and does not tolerate harassment or discrimination based on protected statuses.
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