Job Description:

WHO are we looking for?ResponsibilitiesCAPTRUST is seeking a Tax Manager who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services. Primary responsibilities may include the following, among others:Meets and corresponds with clients/potential clients and regularly with attorneys, CPAs, and other vendors collaboratively to service the clientPrepare and review individual, trust, not-for-profit and gift tax returns including preparation of some partnership returnsProvide innovative tax planning and review complex tax returnsOversee client tax compliance, planning and consulting projects by researching federal and state regulationsCoordinates tax services for clientsAnalyzes and resolves client issues using sound judgment based on experienceProvides leadership and coaching to tax associates, interns, and other employeesBuilds internal work relationships to enhance efficiency of the teamManage and mentor members of tax team to greater levels of effectiveness and engagementFind and implement opportunities for process improvement in company tax proceduresQualificationsMinimum Qualifications:CPA certification, CPA candidate required5 or more years of current public accounting experience preparing and reviewing all types of tax returnsSolid working knowledge of CCH Axcess (ProSystem Fx) including Autoflow and BNA Tax Planner. Knowledge of GoFileRoom, GoSytems, FirmFlow, Lacerte and QuickBooks / Quicken a plusExperience in Ranch and Oil & Gas accounting a plusDesired Qualifications/SkillsMaster's degree in Tax from an accredited university (preferred)Supervisory experience requiredExtensive knowledge of federal, state, and local income tax law Proficiency in Word, Excel, PowerPoint, and OutlookStrong financial analytical and planning skillsSelf-starter that desires to take initiativeStrong work ethic, professional demeanor, and client service focusExcellent verbal and written communication skillsAbility to demonstrate highest personal ethics, integrity, and confidentialityStrong experience with a variety of tax operations and ability to drive process improvementsStrong ability to utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team membersWHAT can you expect from your career at CAPTRUST?Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.Our Employee Benefits Package shows how much we value our team. Some benefits include:Employee ownership opportunitiesBrick Bonus success sharing programComprehensive health coverage + Virgin Pulse wellness platform401(k) program with a 5% employer match + financial planning for colleaguesWHERE will you be working?5005 LBJ Freeway #1313 | Dallas, TX 75244Due to the nature of the role, this is not a remote or work from home position.HOW do we build a world class organization one brick at a time?We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.Are you the next brick?To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivity EEO/Diversity StatementAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior