- Meets and corresponds with clients/potential clients and regularly with attorneys, CPAs, and other vendors collaboratively to service the client
- Prepare and review individual, trust, not-for-profit and gift tax returns including preparation of some partnership returns
- Provide innovative tax planning and review complex tax returns
- Oversee client tax compliance, planning and consulting projects by researching federal and state regulations
- Coordinates tax services for clients
- Analyzes and resolves client issues using sound judgment based on experience
- Provides leadership and coaching to tax associates, interns, and other employees
- Builds internal work relationships to enhance efficiency of the team
- Manage and mentor members of tax team to greater levels of effectiveness and engagement
- Find and implement opportunities for process improvement in company tax procedures
- CPA certification, CPA candidate required
- 5 or more years of current public accounting experience preparing and reviewing all types of tax returns
- Solid working knowledge of CCH Axcess (ProSystem Fx) including Autoflow and BNA Tax Planner. Knowledge of GoFileRoom, GoSytems, FirmFlow, Lacerte and QuickBooks / Quicken a plus
- Experience in Ranch and Oil & Gas accounting a plus
- Masters degree in Tax from an accredited university (preferred)
- Supervisory experience required
- Extensive knowledge of federal, state, and local income tax law
- Proficiency in Word, Excel, PowerPoint, and Outlook
- Strong financial analytical and planning skills
- Self-starter that desires to take initiative
- Strong work ethic, professional demeanor, and client service focus
- Excellent verbal and written communication skills
- Ability to demonstrate highest personal ethics, integrity, and confidentiality
- Strong experience with a variety of tax operations and ability to drive process improvements
- Strong ability to utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members
- 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
- 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
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Tax Manager - San Antonio, United States - CAPTRUST
Description
WHO are we looking for?Responsibilities
CAPTRUST is seeking a Tax Manager who will 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 position 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. Primary responsibilities may include the following, among others:
Minimum Qualifications:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its 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:
5005 LBJ Freeway #1313 | Dallas, TX 75244
Due to the nature of the role, this is not a remote or work from home position.
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:
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. #mid-senior
