Senior Tax Advisor (CPA/EA) - Build a New Tax Practice

Capita Financial Network; Draper (UT); Presencial; USD 85 000 - 115 000; Tempo integral

Resumo da oferta

Capita Financial Network seeks a Senior Tax Advisor (CPA/EA) in Draper, UT, to develop our in-house tax practice. You will handle tax preparation, planning, and client advisory work, collaborating with financial advisors to integrate tax strategy into comprehensive financial plans.

You will influence workflows and standards as the practice grows, supported by an established firm. A clear background check is required for employment.

Qualificações

• Active CPA license or Enrolled Agent (EA) credential required.
• Approximately 3–5 years of professional tax experience.
• Hands-on experience preparing and filing individual income tax returns.
• Experience with business returns and taxation is strongly preferred.
• Strong understanding of federal and state individual income taxation.
• Interest in proactive tax planning, not solely tax compliance.
• Ability to communicate tax concepts clearly to clients and colleagues.
• Strong attention to detail and ability to manage deadlines, especially during tax season.
• Comfortable working in an environment where some processes are being developed.
• Interested in contributing ideas and helping build better systems with the team.
• Collaborative mindset and ability to work closely with financial advisors.

Responsabilidades

• Prepare and review federal and state individual income tax returns.
• Manage tax filings, extensions, estimates, and other compliance deadlines.
• Review client tax information and identify planning opportunities.
• Research tax questions and provide thoughtful recommendations.
• Communicate with clients regarding tax documents, filings, and planning opportunities.
• Assist clients with IRS and state tax notices or other tax-related correspondence.
• Work with financial advisors to identify proactive tax-planning opportunities.
• Help clients understand tax implications of financial decisions year-round.
• Support planning involving business ownership, investments, retirement, charitable giving, etc.
• Help create a client experience where tax planning and financial planning work together.

Conhecimentos

Tax preparation

Client communication

Deadline management

Proactive tax planning

Attention to detail

Formação académica

CPA or EA credential

Descrição da oferta de emprego

Capita Financial Network seeks a Senior Tax Advisor (CPA/EA) in Draper, UT, to develop our in-house tax practice. You will handle tax preparation, planning, and client advisory work, collaborating with financial advisors to integrate tax strategy into comprehensive financial plans.

You will influence workflows and standards as the practice grows, supported by an established firm. A clear background check is required for employment.