Tax Associate — Growth, CPA Path, Team Focus

Captrust; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Job summary

CAPTRUST is seeking a Tax Associate to prepare individual, partnership, fiduciary and corporate tax returns and participate in client tax services within a dedicated team. The role emphasizes accurate return preparation and proactive client service.

Minimum qualifications include a Bachelor’s degree in accounting and 1–3 years of public accounting tax experience; CPA candidacy is encouraged. Proficiency with Word, Excel, PowerPoint, Outlook and tax software is expected.

Qualifications

• Bachelor’s degree in accounting or equivalent years of working experience.
• 1–3 years current public accounting tax experience including individual, partnership, fiduciary and corporate taxation.
• Actively working towards CPA certification; familiarity with federal/state/local tax laws.

Responsibilities

• Prepares individual, partnership, fiduciary and corporate tax returns as part of a team approach to client service.
• Analyzes and resolves basic client tax issues using sound judgment based on experience.
• Updates client files and records as appropriate.
• Prepares quarterly estimated tax calculations and year-end tax projections.
• Performs other tax services as assigned.

Skills

Tax knowledge

Communication

Team collaboration

Education

Bachelor's degree in accounting

Tools

Word

Excel

PowerPoint

Outlook

Tax software

Job description

CAPTRUST is seeking a Tax Associate to prepare individual, partnership, fiduciary and corporate tax returns and participate in client tax services within a dedicated team. The role emphasizes accurate return preparation and proactive client service.

Minimum qualifications include a Bachelor’s degree in accounting and 1–3 years of public accounting tax experience; CPA candidacy is encouraged. Proficiency with Word, Excel, PowerPoint, Outlook and tax software is expected.