What are the responsibilities and job description for the Tax Senior Associate position at CAPTRUST?
Senior Tax Associate Job Description
We are seeking a highly skilled Senior Tax Associate to join our team. This individual will provide tax compliance and consulting services to high net worth families, individuals, and their related entities.
Key Responsibilities:
- Add to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively.
- Develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services.
- Coordinate tax services for clients.
Requirements:
- 3 or more years of current public accounting experience preparing and reviewing all types of returns.
- Master's degree in Tax from an accredited university (preferred).
- Extensive knowledge of federal, state, and local income tax laws.
- Proficiency in Word, Excel, PowerPoint, and Outlook.
Benefits:
- Comprehensive health coverage.
- 401(k) program with a 5% employer match.
- Financial planning for colleagues.
About CAPTRUST:
CAPTRUST is committed to building and maintaining a diverse workforce and inclusive work environment where all colleagues feel authentically seen, respected, and supported.
We are 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.
