Senior Tax Associate

Overview WHO are we looking for? CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high‑net‑worth families, individuals, and related entities with tax compliance and tax consulting services. The position is responsible for adding to the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This role will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate. Responsibilities Meet and correspond with clients or potential clients regularly. Meet and correspond with other advisors or professionals, including attorneys, CPAs, and investment advisors, to collaborate on servicing shared clients. Prepare tax‑basis financial statements for small, family‑owned entities; review clients’ internal financials and propose adjustments to correct bookkeeping errors. Support annual tax return preparation and review for individuals, trusts, and business entities using tax software; review prepared returns or prepare returns for review. Research and analyze tax‑related compliance and planning questions using available research tools. Maintain and update client files and records as appropriate. Build an internal network to enhance team efficiency and promote the tax service offering. Add value to internal meetings by actively engaging in rigorous discussions centered around tax process, preparation issues, and other matters that impact the effectiveness and efficiency of the tax team. Effectively communicate with colleagues and superiors on project status, open items, and assistance needed. Travel for occasional on‑site meetings and collaboration, as business requires. Utilize technology to assist in developing and improving tax processes. Qualifications Minimum Qualifications: 3 or more years of current public accounting experience preparing and reviewing income tax returns. Thorough understanding of debits and credits and bookkeeping concepts. Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and the entire Microsoft suite. Proficiency in Adobe. Desired Qualifications/Skills: Extensive knowledge of federal and state income tax laws. Advanced degree in Tax from an accredited university (preferred). Supervisory experience preferred. Self‑starter who can initiate projects and coach direct reports. Strong work ethic, professional demeanor, and client‑service focus. Excellent verbal and written communication skills. Ability to demonstrate highest personal ethics, integrity, and confidentiality. Benefits Our Employee Benefits Package includes: Company discretionary bonus. Health, dental, and vision coverage; employer 401(k) plan with 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). Location 5005 LBJ Freeway #1313 | Dallas, TX 75244 This is an onsite position; remote or work‑from‑home is not available. EEO/Diversity Statement At CAPTRUST, we are committed to building and maintaining a diverse workforce and an inclusive work environment where all colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race, religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. This position will remain open until filled. #J-18808-Ljbffr CapTrust Advisors, LLC