Tax Planning Advisor (EA or CPA)
About The Position
Capita is a rapidly growing RIA firm focused on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. To enhance its services, Capita is expanding its in-house offerings to include tax strategies and preparation. This new role is crucial in establishing this offering. The ideal candidate is an Enrolled Agent (EA) or CPA who desires to do more than just prepare tax returns; they aim to help build a modern, integrated tax practice in collaboration with financial advisors. This position offers the chance to shape the future of tax services at Capita, involving direct client interaction, proactive tax planning partnerships with financial advisors, and a significant role in developing processes, workflows, and the client experience for the growing tax practice. As part of the Centralized Planning Team (CPT), there's potential to broaden impact over time, supporting financial planning initiatives beyond tax based on interests and strengths, making it ideal for continuous learning and expertise expansion. The role is suited for individuals who enjoy problem-solving, process improvement, taking ownership, and building from the ground up.
Requirements
- Active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential.
- Experience preparing and filing individual and business tax returns.
- Experience using professional tax software such as Drake, UltraTax, or similar.
- Strong communication and client service skills.
- Exceptional attention to detail and commitment to accuracy.
Nice To Haves
- Experience in a wealth management, advisory, or public accounting firm.
- Understanding of how tax planning supports broader financial planning.
- Experience responding to IRS or state tax notices.
- A desire to improve processes and contribute to a growing business.
Responsibilities
- Build Trusted Client Relationships
- Prepare and file individual and business federal and state tax returns accurately and on time.
- Build strong relationships with clients through proactive communication and exceptional service.
- Respond to IRS and state notices while keeping clients informed throughout the process.
- Help clients understand how tax decisions impact their overall financial picture.
- Partner in Financial Planning
- Collaborate closely with Capita financial advisors to integrate tax planning into each client's financial plan.
- Identify tax planning opportunities throughout the year—not just during tax season.
- Recognize opportunities where clients may benefit from additional planning services.
- Serve as a trusted resource to advisors and clients on tax-related planning decisions.
- Help Build Our Tax Practice
- Improve workflows, documentation, and internal processes.
- Help create scalable systems that support the growth of our tax practice.
- Share ideas that improve both the client and advisor experience.
- Stay current on tax law changes and industry best practices.
Benefits
- Medical, dental, and vision insurance with generous company contributions
- Health Savings Account (HSA) with company contributions
- Employer-paid basic life, AD&D, and long-term disability insurance
- 401(k) with company match after six months
- Paid time off and 12 paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
