Tax Associate

Captrust • Phoenix, AZ

8d • Onsite

About The Position

CAPTRUST is seeking a Tax Associate who will prepare individual, partnership, fiduciary and corporate tax returns. The Tax Associate’s primary responsibility is to prepare tax returns and participate in client tax services within a dedicated team.

Requirements

• Bachelor’s degree in accounting from an accredited university or equivalent years of working experience
• 1-3 years current public accounting experience including individual, partnership, fiduciary and corporate taxation

Nice To Haves

• Actively working towards CPA certification
• Working knowledge of federal, state, and local income tax laws
• Proficiency in Word, Excel, PowerPoint, Outlook, tax preparation, and research software

Responsibilities

• Prepares individual, partnership, fiduciary and corporate tax returns as part of a team approach to client service
• Analyzes and resolves basic client tax issues using sound judgment based on experience
• Updates client files and records as appropriate
• Prepares quarterly estimated tax calculations and year-end tax projections
• Performs other tax services as assigned

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
• Number of Employees: 1-10 employees