Senior Tax Associate - Remote
Company: CAPTRUST
Location: Cleveland
Posted on: May 16, 2022
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Job Description:
WHO are we looking for? A Senior Tax Associate to work with team
members to provide high net worth families, individuals, and their
related entities with tax compliance and consulting, and wealth
management services. The Senior Tax Associate 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 Minimum Qualifications 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 Desired
Qualifications/Skills 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 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 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, 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. Employee ownership opportunities Brick Bonus
success sharing program Comprehensive health coverage Virgin Pulse
wellness platform 401(k) program with a 5% employer match financial
planning for colleagues WHERE will you be working? This position is
fully remote or can be done from any CAPTRUST regional office
location. 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 burning need to
improve continuously. Simply put: the difference at CAPTRUST is the
quality of our people and the 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. CAPTRUST is committed to providing
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.
Keywords: CAPTRUST, Cleveland , Senior Tax Associate - Remote, Accounting, Auditing , Cleveland, Ohio
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