- Meets and corresponds with clients and prospective clients regularly
- Meets and corresponds with other advisors including attorneys, CPAs, and other professionals to collaborate on servicing shared client
- Coordinates tax services for clients both internally and externally
- Research and analyze tax related compliance and planning questions utilizing available research tools
- Stays up-to-date on new and existing tax legislation and helps educate tax team and colleagues
- Analyzes and resolves complex client issues using sound judgment based on experience
- Maintaining and updating client files and records as appropriate
- Manages team and reviews various reports and client data for accuracy
- Reviews deliverables including but not limited to tax returns, tax projections, and estimated tax payment calculations
- Actively participates in virtual meetings with colleagues and clients
- Builds internal network to enhance efficiency of the team and promote the tax service offering
- Provides leadership and coaching to tax senior associates, associates, interns, and other employees; this includes trouble shooting tax software issues as they arise.
- Actively seeks and applies coaching and feedback
- 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
- CPA certification required
- 6+ years' current public accounting experience preparing and reviewing all types of tax returns with related tax planning
- Supervisory experience required
- Master in Tax degree from an accredited university (preferred)
- Extensive knowledge of federal, state, and local income tax laws
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software such as CCH Axcess (ProSystem Fx), Autoflow, and BNA Tax Planner
- 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
- 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 - Phoenix, 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, tax consulting, and wealth management services. The Tax Manager is responsible for adding to the team's efforts in all client activities including tax compliance, planning, 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. This role will work closely with the National Tax Director and financial advisors throughout CAPTRUST to service our clients from a tax perspective. The position will be managed by our national tax team and will service clients nationally. Primary responsibilities may include the following, amongst 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:
Remote or any CAPTRUST 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 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 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. #mid-senior
