What are the responsibilities and job description for the Tax Operations Associate position at CAPTRUST?
Overview
WHO are we looking for?
CAPTRUST is seeking a Tax Operations Associate who will provide administrative support to tax offices within CAPTRUST. The Tax Associate’s primary responsibility is to support client service teams with various functions within the tax group. This role, at times, will require communication and coordination with clients of the firm. This is a full-time position.
Responsibilities
- 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
- Learn the tax preparation process from start to finish and support the various aspects of tax compliance engagements
- Technologically focused with an ability to learn new software, such as tax software tools, to be able to complete job responsibilities
- Work with tax leadership and help support multiple people from an administrative perspective
- Coordinate delivery of tax returns and filing of tax returns
- Prepare cover letters/ tax return title page
- Track tax return signature pages receipt for e-filing
- Monitor efile acceptance/rejects
- Assist with billing process throughout the year for multiple billing managers
- Occasional trips to the local post office for mail requiring special handling
Qualifications
Minimum Qualifications:
- High school diploma or general education degree (GED)
- Proficiency in Word, Excel, PowerPoint, and Outlook
- Excellent verbal and written communication skills
Desired Qualifications/Skills:
- Relevant exposure to accounting, bookkeeping or tax preparation services
- Understand the tax business line and client engagements
- Relevant exposure to CRM and financial services software
- Organized, detail-oriented and able to multitask
- Strong work ethic, professional demeanor and client service focus
- Ability to demonstrate highest personal ethics, integrity, and confidentiality
- Project or process management experience
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
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. #entry #remote
