We are excited to have an opportunity to enhance and grow our tax practice. What an exciting time to be a tax professional! This is a unique opportunity to be a part of a new department and help work with other tax professionals from around the country to build a national practice.

We are looking for all levels of full-time permanent tax professionals and the person can work anywhere and or remote!

Grow and Flourish in a dynamic and fun workplace!

Our co-workers, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great place 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 in the office, fun employee events and a quality team surrounding you with opportunities for personal growth. Please note that under our current policy only vaccinated colleagues are permitted in our offices during working hours.

Our Employee Benefits Package shows how much we value our team.

• Competitive salary
• Employee equity ownership opportunities
• Brick Bonus Success Sharing Program
• Comprehensive Health Coverage + Healthy Lifestyle Reimbursement
• 401(k) program with a 5% employer match

Location: Anywhere - Remote or In-Office Potential; #LI-Remote

Status: Full-time Exempt

Compensation: Depending on experience

Here's what we need:

A Tax Manager who 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 Tax Manager is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. The Tax Manager will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services. The position will be managed by our Phoenix, AZ team but will service clients nationally. Primary responsibilities may include the following, amongst others:

• Meets and corresponds with clients/potential clients and with attorneys, CPAs, and other professionals to collaborate on servicing the client
• Coordinates tax services for clients
• Analyzes and resolves basic client issues using sound judgment based on experience
• Updates client files and records as appropriate
• Reviews reports and client data for accuracy
• Prepares quarterly and annual tax income reports and provisions
• Provides leadership and coaching to tax associates, interns, and other employees
• Actively seeks and applies coaching and feedback
• Travel is or may be required

Requirements:

• CPA certification required
• 6 or more years current public accounting experience preparing and reviewing all types of tax returns with related tax planning
• Supervisory experience required
• Extensive knowledge of federal, state, and local income tax laws
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software
• Ability to plan and organize with a high degree of creativity, innovation, and strategic thinking
• Strong work ethic, professional demeanor, and client service focus
• Excellent verbal and written communication skills
• Ability to demonstrate highest personal ethics, integrity, and confidentiality
• Some travel is anticipated

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.

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.

If you are ready to make your mark, we want to talk to you.