CapTrust

Senior Tax Staff Accountant

CapTrust$80K — $110K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in tax return preparation and review for individuals, corporations, partnerships, and trusts
  • Preferred experience in entertainment and high-net-worth (HNW) individual sectors
  • Bachelor's degree in a relevant field
  • Proficiency in Microsoft Office, particularly Excel and Word
  • Familiarity with AgilLink and CCH tax software preferred
  • CPA or CPA eligibility highly preferred
  • Strong interpersonal skills including communication and adaptability
  • Detail-oriented with effective organizational skills

Responsibilities

  • Prepare and review a variety of tax returns including individual and corporate filings
  • Review financial reports to assist in tax projection preparation
  • Conduct tax research and planning to address client issues
  • Handle correspondence for tax notices, audits, and jurisdictional matters
  • Assist in preparing financial reports like budgets and cash flow statements
  • Support tour planning, including budget preparation and tax clearances for artists
  • Provide informal supervision and training to junior accountants
  • Tackle other assigned projects and responsibilities

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Life insurance coverage
  • 401(k) savings plan
  • Potential for annual cash bonuses
  • Flexible hybrid work schedule
Full Job Description
Job Description Summary:
Gelfand, Rennert & Feldman is seeking a Senior Tax Staff Accountant, ideally with entertainment business management experience, to join our team of dedicated professionals. The Senior Tax Staff Accountant is responsible for the preparation and review of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax research.. This role operates on a hybrid schedule out of our Nashville, TN office.

Job Description:

Primary Responsibilities
  • Prepare and review individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns
  • Review General Ledger and other reports to assist in preparation of tax projections
  • Perform tax research and planning, as needed, to solve client's tax issues
  • Correspondence regarding tax notices, jurisdictional issues, and/or tax audits
  • Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
  • Assist with tour preparation and planning, including budgets and state, local and international tax clearances, and reductions for touring artists
  • Assist with various business management tasks (such as purchase and sale of real estate, royalty allocations, prepping RMD schedules, international employment documents, etc.)
  • Informal supervision and training of Staff Accountant(s)
  • Other projects and duties as assigned


Qualifications
  • 3+ years of experience preparing and reviewing individual, corporate, partnership, and trust tax returns
  • Experience working with entertainment and HNW individuals is highly preferred
  • Bachelor's degree is required
  • Proficiency with Microsoft Office applications, especially Excel and Word
  • Familiarity with AgilLink is a plus
  • Familiarity with CCH tax software is a plus
  • CPA or CPA eligibility is highly preferred
  • Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
  • Capability to learn new systems and process information quickly
  • Organization skills with attention to detail


This is an non-exemptposition. The annualized base pay range for this role is expected to be between $80,000-$110,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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About CapTrust

CapTrust is a financial services firm that provides investment advisory, fiduciary, and consulting services to institutional investors, retirement plan sponsors, and high net worth individuals. The company was founded in 1997 and is headquartered in Raleigh, North Carolina. CapTrust has over 800 employees and manages over $50 billion in assets. The company's services include investment consulting, fiduciary services, financial planning, and wealth management. CapTrust has been recognized as one of the fastest-growing RIAs in the country and has received numerous awards for its growth and client service.
Learn more about CapTrust
Size
800 employees
Industry
Founded
1989

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