Tax Associate
New Orleans, LA · On-site
$55K - $74K/yr
CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth ... Participate in cash flow planning/estate planning/cash management/balance sheet planning ...
60 Captrust Financial Planning Associate Jobs Hiring Near You
Tax Associate
New Orleans, LA · On-site
$55K - $74K/yr
CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth ... Participate in cash flow planning/estate planning/cash management/balance sheet planning ...
Tax Associate
New Orleans, LA · On-site
$55K - $74K/yr
CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth ... Participate in cash flow planning/estate planning/cash management/balance sheet planning ...
Tax Associate
New Orleans, LA · On-site
$55K - $74K/yr
CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth ... Participate in cash flow planning/estate planning/cash management/balance sheet planning ...
Defined Contribution Associate II
Raleigh, NC · On-site
$60 - $85/hr
CAPTRUST is seeking a Defined Contribution Associate II who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment ...
Defined Contribution Associate II
Raleigh, NC · On-site
$60 - $85/hr
CAPTRUST is seeking a Defined Contribution Associate II who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment ...
Senior Financial Advisor
Allentown, PA · On-site
CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and ... Expected to continue financial education and stay abreast of industry trends and planning topics ...
Senior Financial Advisor
Allentown, PA · On-site
CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and ... Expected to continue financial education and stay abreast of industry trends and planning topics ...
CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor ... Strong time-management skills; maintains a personal calendar/task planner system WHAT can you ...
CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor ... Strong time-management skills; maintains a personal calendar/task planner system WHAT can you ...
$60 - $85/hr
CAPTRUST is seeking a Defined Contribution Associate II who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment ...
$60 - $85/hr
CAPTRUST is seeking a Defined Contribution Associate II who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment ...
CAPTRUST is seeking a Fall Institutional Client Service Intern in our Phoenix, AZ office to join ... All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation ...
CAPTRUST is seeking a Fall Institutional Client Service Intern in our Phoenix, AZ office to join ... All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation ...
Tax Associate
New Orleans, LA · On-site
$53K - $71K/yr
CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth ... Participate in cash flow planning/estate planning/cash management/balance sheet planning ...
Tax Associate
New Orleans, LA · On-site
$53K - $71K/yr
CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth ... Participate in cash flow planning/estate planning/cash management/balance sheet planning ...
CAPTRUST is seeking a Fall Institutional Client Service Intern in our Phoenix, AZ office to join ... All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation ...
CAPTRUST is seeking a Fall Institutional Client Service Intern in our Phoenix, AZ office to join ... All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation ...
Institutional Support Associate II
Raleigh, NC · On-site
$55 - $75/hr
CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor ... Strong time-management skills; maintains a personal calendar/task planner system WHAT can you ...
Institutional Support Associate II
Raleigh, NC · On-site
$55 - $75/hr
CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor ... Strong time-management skills; maintains a personal calendar/task planner system WHAT can you ...
Principal Software Engineer
Raleigh, NC · On-site
$131K - $175K/yr
CAPTRUST is seeking a highly skilled and self-driven Senior Specialist Software Engineer to serve ... match + financial planning for colleagues WHERE will you be working? 4208 Six Forks Rd #1700 ...
Principal Software Engineer
Raleigh, NC · On-site
$131K - $175K/yr
CAPTRUST is seeking a highly skilled and self-driven Senior Specialist Software Engineer to serve ... match + financial planning for colleagues WHERE will you be working? 4208 Six Forks Rd #1700 ...
Senior Financial Advisor
Allentown, PA · On-site
CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and ... Expected to continue financial education and stay abreast of industry trends and planning topics ...
Senior Financial Advisor
Allentown, PA · On-site
CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and ... Expected to continue financial education and stay abreast of industry trends and planning topics ...
Associate Trader
Costa Mesa, CA · On-site
CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Business, or a ...
Associate Trader
Costa Mesa, CA · On-site
CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Business, or a ...
Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in ... task planner system WHAT can you expect from your career at CAPTRUST? Our colleagues, like our ...
Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in ... task planner system WHAT can you expect from your career at CAPTRUST? Our colleagues, like our ...
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and ... Excellent math skills and the ability to quickly grasp financial and investment concepts * Positive ...
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and ... Excellent math skills and the ability to quickly grasp financial and investment concepts * Positive ...
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and ... Excellent math skills and the ability to quickly grasp financial and investment concepts * Positive ...
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and ... Excellent math skills and the ability to quickly grasp financial and investment concepts * Positive ...
Associate Trader
Costa Mesa, CA · On-site
CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Business, or a ...
Associate Trader
Costa Mesa, CA · On-site
CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Business, or a ...
Associate Trader
Costa Mesa, CA · On-site
$85 - $95/hr
CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Business, or a ...
Associate Trader
Costa Mesa, CA · On-site
$85 - $95/hr
CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Business, or a ...
Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in ... task planner system WHAT can you expect from your career at CAPTRUST? Our colleagues, like our ...
Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in ... task planner system WHAT can you expect from your career at CAPTRUST? Our colleagues, like our ...
Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in ... task planner system WHAT can you expect from your career at CAPTRUST? Our colleagues, like our ...
Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in ... task planner system WHAT can you expect from your career at CAPTRUST? Our colleagues, like our ...
CAPTRUST Jobs Information
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$55K - $74K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 26 days ago
Job description
Overview
WHO are we looking for?
CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, and software conversion projects.
Responsibilities
Qualifications
Minimum Qualifications:
Desired Qualifications/Skills:
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:
WHERE will you be working?
601 Poydras Street #1855, New Orleans, LA 70130
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
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:
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.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with 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 laws. #entry
This position will remain open until filled.
WHO are we looking for?
CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, and software conversion projects.
Responsibilities
- Assist on special projects (internal projects/client specific)
- Assist with tax planning and preparation
- Help team prepare for client meetings
- Attend client meetings in a support role
- Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning
- Support the client services and administrative teams as needed/requested
Qualifications
Minimum Qualifications:
- Bachelor's degree in Tax or accounting from an accredited university or equivalent years of working experience/ master's degree in accounting
- 1-3 years current public accounting experience including individual and trust taxation
Desired Qualifications/Skills:
- Proficiency in Microsoft Excel, Outlook, and Word
- Interest in the workings of individual taxation and wealth management
- Ability to sit for the CPA exam
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:
- 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)
WHERE will you be working?
601 Poydras Street #1855, New Orleans, LA 70130
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
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.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with 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 laws. #entry
This position will remain open until filled.
About CAPTRUST
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Raleigh, NC, US
Year founded
1989