Senior Tax Associate
Dallas, TX · On-site
$80K - $99K/yr
CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net ... This position will also develop tax planning techniques for clients and make general ...
60 Captrust Financial Planning Associate Jobs Hiring Near You
Senior Tax Associate
Dallas, TX · On-site
$80K - $99K/yr
CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net ... This position will also develop tax planning techniques for clients and make general ...
Accounts Receivable & Billing Associate
Raleigh, NC · On-site
$18.50 - $23.75/hr
CAPTRUST is seeking a Accounts Receivable & Billing Associate to support the Institutional Finance function through accurate client setup, billing coordination, reporting, revenue close activities ...
Accounts Receivable & Billing Associate
Raleigh, NC · On-site
$18.50 - $23.75/hr
CAPTRUST is seeking a Accounts Receivable & Billing Associate to support the Institutional Finance function through accurate client setup, billing coordination, reporting, revenue close activities ...
Senior Tax Associate
$80K - $99K/yr
CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net ... This position will also develop tax planning techniques for clients and make general ...
Senior Tax Associate
$80K - $99K/yr
CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net ... This position will also develop tax planning techniques for clients and make general ...
Accounts Receivable & Billing Associate
Raleigh, NC · On-site
$18.50 - $23.75/hr
CAPTRUST is seeking a Accounts Receivable & Billing Associate to support the Institutional Finance function through accurate client setup, billing coordination, reporting, revenue close activities ...
Accounts Receivable & Billing Associate
Raleigh, NC · On-site
$18.50 - $23.75/hr
CAPTRUST is seeking a Accounts Receivable & Billing Associate to support the Institutional Finance function through accurate client setup, billing coordination, reporting, revenue close activities ...
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 ...
Tax Associate
$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
$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 ...
CAPTRUST seeks a Senior Communications Associate to join its in-house corporate communications and ... Financial services experience preferred but not required * Strong written communication skills with ...
CAPTRUST seeks a Senior Communications Associate to join its in-house corporate communications and ... Financial services experience preferred but not required * Strong written communication skills with ...
Mergers & Acquisitions Associate
Raleigh, NC · On-site
$130K - $165K/yr
CAPTRUST is seeking a Mergers & Acquisitions Associate who will work with senior leadership on M&A ... Event Planning: Assist with HQ prospect visit planning, content delivery, and attendee preparation
Mergers & Acquisitions Associate
Raleigh, NC · On-site
$130K - $165K/yr
CAPTRUST is seeking a Mergers & Acquisitions Associate who will work with senior leadership on M&A ... Event Planning: Assist with HQ prospect visit planning, content delivery, and attendee preparation
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 ...
CAPTRUST seeks a Senior Communications Associate to join its in-house corporate communications and ... Financial services experience preferred but not required * Strong written communication skills with ...
CAPTRUST seeks a Senior Communications Associate to join its in-house corporate communications and ... Financial services experience preferred but not required * Strong written communication skills with ...
... the CAPTRUST reporting environment Minimum Qualifications: * Bachelor's degree in finance ... associate This position will remain open until filled.
... the CAPTRUST reporting environment Minimum Qualifications: * Bachelor's degree in finance ... associate This position will remain open until filled.
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 a Senior Institutional Associate who will support the Financial Advisor Service ... Strong time-management skills; maintains a personal calendar/task planner system WHAT can you ...
CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service ... Strong time-management skills; maintains a personal calendar/task planner system WHAT can you ...
CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service ... Strong time-management skills; maintains a personal calendar/task planner system WHAT can you ...
CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service ... Strong time-management skills; maintains a personal calendar/task planner system WHAT can you ...
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 ...
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 ...
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 ...
... 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 Our colleagues ...
... 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 Our colleagues ...
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 ...
CAPTRUST Jobs Information
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$80K - $99K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 9 days ago
Job description
Overview
WHO are we looking for?
CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and tax consulting services. The position is responsible for adding to the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate. Primary responsibilities may include the following, among others:
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?
5005 LBJ Freeway #1313 | Dallas, TX 75244
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.#associate
This position will remain open until filled.
WHO are we looking for?
CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and tax consulting services. The position is responsible for adding to the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate. Primary responsibilities may include the following, among others:
Responsibilities
- Meet and correspond with clients or potential clients regularly
- Meet and correspond with other advisors or professionals including attorneys, CPAs, and investment advisors to collaborate on servicing shared clients
- Prepare tax basis financial statements for small, family-owned entities; this may include reviewing clients' internal financials and proposing adjustments to correct bookkeeping errors
- Support with annual tax return preparation and review for individuals, trusts, and business entities using tax software; this may include reviewing prepared returns or preparing returns for review
- Research and analyze tax related compliance and planning questions utilizing available research tools
- Maintain and update client files and records as appropriate
- Build internal network to enhance efficiency of the team and promote tax service offering
- Add value to internal meetings by actively engaging in and being prepared for rigorous discussions centered around tax process, tax preparation issues and other matters that impact the effectiveness and efficiency of the tax team
- Effectively communicate with colleagues and superiors on project status, open items, and assistance needed
- Based on business need, ability to travel for occasional on-site meetings and collaboration
- Technology focused with opportunities to assist in developing and improving tax processes
Qualifications
Minimum Qualifications:
- 3 or more years current public accounting experience preparing and reviewing income tax returns
- Thorough understanding of debits and credits and bookkeeping concepts
- Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, all Microsoft suite
- Proficiency in Adobe
Desired Qualifications/Skills:
- Extensive knowledge of federal and state income tax laws
- Advanced degree in Tax from an accredited university (preferred)
- Supervisory experience preferred
- Self-starter who can get started on projects and coach direct reports
- Strong work ethic, professional demeanor, and client service focus
- Excellent verbal and written communication skills
- Ability to demonstrate highest personal ethics, integrity, and confidentiality
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?
5005 LBJ Freeway #1313 | Dallas, TX 75244
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.#associate
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