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60 Captrust Customer Service Associate Jobs Hiring Near You

CAPTRUST

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 ... Support the client services and administrative teams as needed/requested Qualifications Minimum ...

CAPTRUST

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 ... Support the client services and administrative teams as needed/requested Minimum Qualifications:

Captrust

$80 - $90/hr

CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and ... Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which ...

CAPTRUST

Wealth Operations Associate II

Phoenix, AZ · On-site

CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of ... Deliver exceptional, proactive service and become a trusted partner to internal teams and ...

CAPTRUST

Portfolio Systems Associate

Raleigh, NC · On-site

CAPTRUST is seeking a Portfolio Systems Associate to support investment operations, account ... Investment Operations & Account Servicing * Support account onboarding, maintenance, and ...

New

CAPTRUST

Wealth Relationship Manager Associate

Phoenix, AZ · On-site

$36K - $45K/yr

Relevant exposure to CRM and financial services software * Strong work ethic, professional demeanor ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...

CAPTRUST

Institutional Support Associate II

Raleigh, NC · On-site

CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor ... Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in ...

CAPTRUST

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 ... Support the client services and administrative teams as needed/requested Minimum Qualifications:

Captrust

$65 - $75/hr

CAPTRUST is seeking a Wealth Operations Senior Associate whowill provide support for the onboarding ... Deliver exceptional, proactive service and become a trusted partner to internal teams and ...

New

CAPTRUST

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 ... Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

$85 - $120/hr

... services role. * Exposure to financial planning, CRM, reporting, investment research, trading, or ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...

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Infographic showing various Customer Service Associate job openings at Captrust in the United States as of August 2026, with employment types broken down into 4% Internship, 85% Full Time, and 11% Temporary. Highlights an 100% Physical job distribution.

Tax Associate

CAPTRUST

New Orleans, LA • On-site

$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
  • 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.

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