CapTrust

Senior Tax Staff Accountant

CapTrust$90K — $125K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of relevant tax return preparation and review experience
  • Bachelor's degree required; Master's preferred
  • Background in entertainment and high-net-worth (HNW) client management preferred
  • Experience with CCH Axcess or Engagement software preferred
  • CPA or CPA eligibility is a plus
  • Strong organizational skills and attention to detail essential
  • Effective interpersonal and soft skills, including communication and adaptability

Responsibilities

  • Prepare and review individual, corporate, and partnership tax returns
  • Assist in tax projection preparation by reviewing General Ledger
  • Conduct tax research and planning to address client tax issues
  • Manage correspondence regarding tax notices and audits
  • Help prepare financial reports, including budgets and analysis for clients
  • Support tour preparation and tax clearance for touring artists
  • Informally supervise and train junior accountants

Benefits

  • Hybrid work schedule
  • Access to comprehensive benefits package
  • Opportunity for annual bonuses
  • Work in a specialized firm focused on entertainment and HNW clients
  • Join a team of over 700 professionals offering extensive networking opportunities
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 White Plains, NY or New York, NY office.

Job Description:
  • Prepare and review individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns
  • Review General Ledger and 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 with preparation and review of individual, corporate, partnership, and trust tax returns
  • Bachelor's degree is required
  • Master's degree, with 4+ years in a similar role is highly preferred
  • Experience working with entertainment and HNW individuals is highly preferred
  • Familiarity with CCH Axcess or Engagement is preferred
  • CPA or CPA eligibility is a plus
  • Organization skills with a high attention to detail is necessary
  • Capability to learn new systems and process information quickly
  • Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
  • Thorough understanding of the bookkeeping process from start to finish


The annualized base pay range for this role is expected to be between $90,000 - $125,000. Actual base pay could 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 for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

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GRF, Focus Partners Business Management is a leading full-service business management firm serving an exclusive clientele of entertainers, athletes, executives, and select high-net-worth individuals. With approximately 40 Managing Directors and more than 700 professionals, GRF provides comprehensive financial and advisory services across the music, film, television, sports, literary, and broader entertainment industries, as well as multi-family office services for ultra-high-net-worth individuals and families.

As part of Focus, a leading financial services organization offering wealth management, family office, and business management solutions, GRF combines deep industry expertise with personalized client service. Learn more at grfllp.com or follow the company on LinkedIn.

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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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