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. We are expanding our in-house services to include tax strategies and preparation, and this new role will be foundational in building that offering. We are looking for an Enrolled Agent (EA) or CPA who wants to do more than prepare tax returns; we want someone who wants to help build a modern, integrated tax practice alongside our financial advisors. This role offers the opportunity to shape the future of tax services at Capita, working directly with clients, partnering with financial advisors on proactive tax planning, and having a meaningful voice in developing processes, workflows, and the client experience. As part of the Centralized Planning Team (CPT), there is potential to broaden impact over time, supporting broader financial planning initiatives beyond tax, making it ideal for those who enjoy continuous learning and expanding expertise. This role is for problem-solvers who enjoy improving work processes, taking ownership, and building something 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
- 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.
- 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.
- 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
