Tax Associate

CAPTRUST

Tax Associate supporting high net worth families with tax compliance and consulting services. Collaborating with advisors and enhancing internal tax processes in a hybrid role.

Posted 5/29/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Support annual tax return preparation for individuals, trusts, and foundations using tax software
Assist with the preparation and payment of quarterly estimate tax payments
Meet and correspond with other advisors or professionals including attorneys, CPAs, and investment advisors to collaborate on servicing shared clients
Research and analyze tax-related compliance and planning questions utilizing available research tools
Maintain and update client files and records as appropriate
Build internal network to enhance efficiency of the team and promote tax service offering
Add value to internal meetings by actively engaging in and being prepared for discussions centered around tax processes, tax preparation issues, and other matters that impact the effectiveness and efficiency of the tax team
Effectively communicate with colleagues and supervisors on project status, open items, and assistance needed
Technology focused with opportunities to assist in developing and improving tax processes

Requirements

What you’ll need

1–3 years of public accounting experience preparing income tax returns (internship experience considered)
Foundational understanding of debits, credits, and basic bookkeeping concepts
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and the full Microsoft Office suite
Proficiency in Adobe
Basic knowledge of federal and state income tax laws
Bachelor’s degree in Accounting, Finance, or related field
CPA or progress toward CPA preferred
Strong work ethic, professional demeanor, and client service focus
Excellent verbal and written communication skills
Ability to demonstrate high personal ethics, integrity, and confidentiality
Organized, detail-oriented, and motivated to learn and grow in a team environment

Benefits

Comp & perks

Company discretionary bonus
Health, dental, and vision coverage
Employer 401(k) plan and company match
Health savings accounts
Flexible spending accounts
Voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability
Paid time off (PTO) or Paid Sick Leave (PSL)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax return preparationquarterly estimate tax paymentstax compliancetax planningbookkeepingfederal income tax lawsstate income tax laws

Soft Skills

client service focusstrong work ethicprofessional demeanorexcellent verbal communicationexcellent written communicationorganizational skillsdetail-orientedmotivation to learnteam collaborationintegrity

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceCPAprogress toward CPA