Senior Tax Associate - Wayzata, MN
- Employer
- CAPTRUST
- Location
- Wayzata
- Salary
- Competitive
View more
- Industry
- Financial Services and Banking
- Role
- Audit / Tax
- Job Type
- Long-Term
- Hours
- Full Time
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CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.
CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization "one brick at a time. "
Please note that under our current policy only vaccinated colleagues are permitted in our offices during working hours.
Position Overview
A Tax Senior Associate works with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services.
Job Responsibilities
To get it done the "CAPTRUST Way", an individual should exhibit the following characteristics:
Competitive salary
Shareholder program
5% 401(k) Match
Healthy lifestyle reimbursements
Comprehensive Health Coverage + Healthy Lifestyle Reimbursement
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 provide 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.
CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization "one brick at a time. "
Please note that under our current policy only vaccinated colleagues are permitted in our offices during working hours.
Position Overview
A Tax Senior Associate works with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services.
Job Responsibilities
- Meets and corresponds with clients/potential clients and regularly with attorneys, CPAs, and other vendors collaboratively to service the client
- Coordinates tax services for clients
- Analyzes and resolves basic client issues using sound judgment based on experience
- Provides leadership and coaching to tax associates, interns, and other employees
- Updates client files and records as appropriate
- Builds internal work relationships to enhance efficiency of the team
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
- Has 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
- Possess a strong desire to give back to our communities and enrich the lives of those around us
- Emulates an other's centered mindset
- Applies integrity through maintaining objectivity
- CPA certification or CPA candidate required
- Master's degree in Tax from an accredited university (preferred)
- 3 or more years current public accounting experience preparing and reviewing all types of returns
- Supervisory experience preferred
- Extensive knowledge of federal, state, and local income tax laws
- Proficiency in Word, Excel, PowerPoint, and Outlook
- Strong financial analytical and planning skills and work ethic
- Strong work ethic, professional demeanor, and client service focus
- Excellent verbal and written communication skills
- Ability to demonstrate highest personal ethics, integrity, and confidentiality
Competitive salary
Shareholder program
5% 401(k) Match
Healthy lifestyle reimbursements
Comprehensive Health Coverage + Healthy Lifestyle Reimbursement
- Many more???
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 provide 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.
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