WHO are we looking for?

CAPTRUST is seeking a National Senior Tax Associate who 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. The position is responsible for supporting the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will be part of the National Tax Services Group and will work closely with the National Tax Director and Managers to service wealth clients of the firm, nationally. Successful candidates in this role may be considered for promotion to tax manager over time. Primary responsibilities include the following, among others:

• Prepares and reviews workpapers and annual tax returns for individuals, trusts, foundations and business entities using tax preparation software
• Meets and corresponds with clients and separate advisors including attorneys, CPAs, and other professionals to collaborate on servicing shared clients
• Research and analyze tax related compliance and planning questions utilizing available research tools and professional experience
• Provides leadership and mentorship to tax associates, interns, and other employees
• Participate and add value to virtual internal meetings by actively engaging in and being prepared for discussions related to tax technical topics, tax preparation process, tax preparation 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
• Technology focused and ability to adapt when new technologies are implemented
• Based on business need, ability to travel for occasional on-site meetings, trainings and collaboration

Minimum Qualifications:

• CPA certified or actively working towards CPA certification
• 3 or more years current public accounting experience preparing and reviewing all types of returns

Desired Qualifications/Skills:

• Master’s degree in Tax from an accredited university (preferred)
• Strong knowledge of federal, state, and local income tax laws
• Proficiency in Word, Excel, PowerPoint, and Outlook
• Self-starter who can proactively navigate working on multiple projects in a remote environment
• Strong work ethic, professional demeanor, and client service focus
• Excellent verbal and written communication skills
• Ability to demonstrate 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?

Remote or In-Office Potential

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