Senior Tax Associate
CapTrust Advisors, LLC, New Orleans, LA, United States
Overview
WHO are we looking for?
CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and tax consulting services. The position is responsible for adding to the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate. Primary responsibilities may include the following, among others:
Responsibilities
Meet and correspond with clients or potential clients regularly
Meet and correspond with other advisors or professionals including attorneys, CPAs, and investment advisors to collaborate on servicing shared clients
Prepare tax basis financial statements for small, family-owned entities; this may include reviewing clients’ internal financials and proposing adjustments to correct bookkeeping errors
Support with annual tax return preparation and review for individuals, trusts, and business entities using tax software; this may include reviewing prepared returns or preparing returns for review
Research and analyze tax related compliance and planning questions utilizing available research tools
Maintain and update client files and records as appropriate
Build internal network to enhance efficiency of the team and promote tax service offering
Add value to internal meetings by actively engaging in and being prepared for rigorous discussions centered around tax process, 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
Based on business need, ability to travel for occasional on-site meetings and collaboration
Technology focused with opportunities to assist in developing and improving tax processes
Qualifications
Minimum Qualifications:
3 or more years current public accounting experience preparing and reviewing income tax returns
Thorough understanding of debits and credits and bookkeeping concepts
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, all Microsoft suite
Proficiency in Adobe
Desired Qualifications/Skills:
Extensive knowledge of federal and state income tax laws
Advanced degree in Tax from an accredited university (preferred)
Supervisory experience preferred
Self-starter who can get started on projects and coach direct reports
Strong work ethic, professional demeanor, and client service focus
Excellent verbal and written communication skills
Ability to demonstrate highest personal ethics, integrity, and confidentiality
Benefits
Our Employee Benefits Package includes:
Company discretionary bonus.
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
Company-paid benefits such as life insurance, short-term disability and long-term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)
Location
1100 Poydras St #1350 | New Orleans, LA 70163
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
EEO 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. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
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WHO are we looking for?
CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and tax consulting services. The position is responsible for adding to the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate. Primary responsibilities may include the following, among others:
Responsibilities
Meet and correspond with clients or potential clients regularly
Meet and correspond with other advisors or professionals including attorneys, CPAs, and investment advisors to collaborate on servicing shared clients
Prepare tax basis financial statements for small, family-owned entities; this may include reviewing clients’ internal financials and proposing adjustments to correct bookkeeping errors
Support with annual tax return preparation and review for individuals, trusts, and business entities using tax software; this may include reviewing prepared returns or preparing returns for review
Research and analyze tax related compliance and planning questions utilizing available research tools
Maintain and update client files and records as appropriate
Build internal network to enhance efficiency of the team and promote tax service offering
Add value to internal meetings by actively engaging in and being prepared for rigorous discussions centered around tax process, 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
Based on business need, ability to travel for occasional on-site meetings and collaboration
Technology focused with opportunities to assist in developing and improving tax processes
Qualifications
Minimum Qualifications:
3 or more years current public accounting experience preparing and reviewing income tax returns
Thorough understanding of debits and credits and bookkeeping concepts
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, all Microsoft suite
Proficiency in Adobe
Desired Qualifications/Skills:
Extensive knowledge of federal and state income tax laws
Advanced degree in Tax from an accredited university (preferred)
Supervisory experience preferred
Self-starter who can get started on projects and coach direct reports
Strong work ethic, professional demeanor, and client service focus
Excellent verbal and written communication skills
Ability to demonstrate highest personal ethics, integrity, and confidentiality
Benefits
Our Employee Benefits Package includes:
Company discretionary bonus.
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
Company-paid benefits such as life insurance, short-term disability and long-term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)
Location
1100 Poydras St #1350 | New Orleans, LA 70163
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
EEO 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. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
#J-18808-Ljbffr