WHO are we looking for?

CAPTRUST is seeking a Tax Associate who will provide general support to the Tax Group and Director with a variety of activities and related tasks at our New Orleans, LA office location.

• Work with tax leadership and help support multiple people from an administrative perspective, including administrative support to the Tax Director
• Provide administrative support for individual, fiduciary, and business tax return processing, estimated payment tax processing, and extension processing through sorting, scanning, copying, faxing, and data entry
• Maintain tax due date reports
• Assemble client copies of tax returns
• Coordinate delivery of tax returns via certified mail and overnight delivery
• File tax returns electronically and monitor electronic filing acceptance/rejects
• Prepare monthly billing throughout the year
• Assist with engagement contracting
• Maintain relationship with clients
• Learn the tax preparation process from start to finish including entry of basic tax return data into tax software

Minimum Qualifications:

• High school diploma or general education degree (GED)
• Proficiency in Adobe Acrobat Pro and Microsoft Word, Excel, PowerPoint, and Outlook
• Excellent verbal and written communication skills

Desired Qualifications/Skills:

• Previous office administrative experience preferred
• Organized, detail-oriented and able to multitask
• Problem solver and ability to work independently to accomplish tasks
• Technologically focused with an ability to learn new software, such as tax software tools, to be able to complete job responsibilities and drive efficiency
• Strong work ethic, professional demeanor and client service focus 
• Ability to demonstrate the 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 + Personify wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

1100 Poydras Street #1350 | New Orleans, LA 70163

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.#associate