Senior Tax Associate

CAPTRUST; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

Paid time off (PTO)

401(k) plan with company match

Job summary

CAPTRUST is looking for a Senior Tax Associate in Dallas, Texas to provide tax compliance and consulting services for high net worth individuals and families. Responsibilities include managing tax projects, analyzing compliance questions, and collaborating with clients and professionals. Candidates should have 3+ years in public accounting, a solid understanding of tax laws, and proficiency in Microsoft applications. The role offers a comprehensive benefits package including health coverage and a bonus structure.

Qualifications

• 3+ years of public accounting experience preparing and reviewing income tax returns.
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook.
• Strong work ethic and client service focus.

Responsibilities

• Meet and correspond with clients or potential clients regularly.
• Prepare tax basis financial statements for small entities.
• Support annual tax return preparation and review.

Skills

Public accounting experience

Understanding of bookkeeping concepts

Proficiency in Microsoft Office

Proficiency in Adobe

Education

Advanced degree in Tax (preferred)

Job description

Senior Tax Associate

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, as well as developing tax planning techniques and making general recommendations for additional services where appropriate.

Job 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

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

Employee Benefits Package

• 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

Due to the nature of the role, this is not a remote or work-from-home position.

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. We maintain a harassment-free workplace free of discrimination or retaliation on the basis of sex, gender, 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 law.

This position will remain open until filled.