Tax Associate

Captrust • New Orleans, LA

9d • Onsite

About The Position

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. 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) Due to the nature of the role, this is not a remote or work from home position, however there is flexibility. 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.

Requirements

• Bachelor’s or Master's degree in accounting
• 0 to 2 years of accounting, tax, and/or bookkeeping experience
• Interest in the workings of individual taxation and wealth management
• Proficiency in Microsoft Excel, Outlook, and Word

Nice To Haves

• Strong critical thinker
• Results and detail oriented
• Excellent communication and writing skills
• Demonstrate highest personal ethics and integrity
• Ability to maintain absolute confidentiality of information
• Team player, collaborative, able to work with and through others

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

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level