Tax Associate (Wealth Management Clients)

Job Description

 

We are looking for an Enrolled Agent (EA) or CPA to join our growing tax team at Capita. This role is designed for someone who thrives on collaboration, takes pride in accurate tax filings, and is passionate about delivering excellent service aligned with clients’ broader financial goals.

 

You'll prepare and file tax returns, build strong client relationships, and collaborate with Capita's financial advisors on tax strategy. As a member of a newer function within the firm, you'll also have a voice in shaping how our tax processes evolve over time.

 

Key Responsibilities

• Prepare and file individual and business federal and state tax returns accurately and on time
• Provide strategic tax planning throughout the year in coordination with advisors
• Identify opportunities to connect clients with Capita's broader financial planning services
• Coordinate with financial advisors and planners to ensure tax work aligns with each client's overall financial goals
• Respond to IRS and state notices on behalf of clients
• Maintain current knowledge of tax laws and best practices
• Contribute to building and improving internal tax preparation processes and documentation

Experience Desired

• Active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential (Required)
• 1–2 years of experience preparing and filing tax returns (Required)
• Familiarity with tax software (e.g., Drake, UltraTax, or similar)
• Experience with both individual and business filings
• Understanding of how tax strategy connects to broader financial planning
• Prior work in a wealth management, advisory, or accounting firm is a plus 

 

Attributes & Skills Desired

• Client-focused: Comfortable working with clients and explaining complex information in simple terms
• Detail-oriented: Accuracy and completeness are non-negotiable
• Collaborative: Communicate clearly and work well across teams
• Confidential and trustworthy: Handle sensitive information with integrity
• Growth-minded: Excited to scale the tax offering and help improve how Capita delivers tax services

Sample Outcomes You Might Drive

• Clients receive accurate, on-time filings paired with a clear understanding of how their tax situation fits into their broader financial plan 
• Client relationships are strong, with proactive communication throughout the year
• Advisors have a reliable tax partner who enhances their client conversations
• IRS or state notices are resolved professionally with clear updates to clients
• Capita's tax processes continue to improve and run smoothly through each season
• Clients are introduced to additional Capita services that fit their needs, driving referral growth

 

Compensation & Benefits 

We offer competitive pay and a great opportunity for learning and growth. This role has upside potential for higher earnings through the growth of tax clients and the conversion of tax-only clients to full financial planning clients at Capita.

 

Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA. Basic life, AD&D, and Long-Term Disability are all paid by Capita. 401(k) plan with company match after 6 months of employment. Paid time off and 12 paid holidays.

 

Additional Info 

The safety and security of our employees and our clients is our top priority. All offers of employment at Capita Financial are contingent upon a clear background check.