Tax Associate (Wealth Management Clients)
Capita Financial Network•Draper, UT
About The Position
We are looking for an Enrolled Agent (EA) or CPA to join our growing tax team at Capita. This role is designed for someone who thrives on collaboration, takes pride in accurate tax filings, and is passionate about delivering excellent service aligned with clients’ broader financial goals. You'll prepare and file tax returns, build strong client relationships, and collaborate with Capita's financial advisors on tax strategy. As a member of a newer function within the firm, you'll also have a voice in shaping how our tax processes evolve over time.
Requirements
- Active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential
- 1–2 years of experience preparing and filing tax returns
- Familiarity with tax software (e.g., Drake, UltraTax, or similar)
- Experience with both individual and business filings
- Understanding of how tax strategy connects to broader financial planning
Nice To Haves
- Prior work in a wealth management, advisory, or accounting firm is a plus
- Client-focused: Comfortable working with clients and explaining complex information in simple terms
- Detail-oriented: Accuracy and completeness are non-negotiable
- Collaborative: Communicate clearly and work well across teams
- Confidential and trustworthy: Handle sensitive information with integrity
- Growth-minded: Excited to scale the tax offering and help improve how Capita delivers tax services
Responsibilities
- Prepare and file individual and business federal and state tax returns accurately and on time
- Provide strategic tax planning throughout the year in coordination with advisors
- Identify opportunities to connect clients with Capita's broader financial planning services
- Coordinate with financial advisors and planners to ensure tax work aligns with each client's overall financial goals
- Respond to IRS and state notices on behalf of clients
- Maintain current knowledge of tax laws and best practices
- Contribute to building and improving internal tax preparation processes and documentation
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Health Savings Account (HSA) with company contribution and match
- Basic life insurance
- Accidental Death & Dismemberment (AD&D) insurance
- Long-Term Disability insurance
- 401(k) plan with company match after 6 months of employment
- Paid time off
- 12 paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
