CapTrust

Tax Manager

CapTrust$135K — $175K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 4+ years in multi-state tax returns, especially trusts
  • Master's Degree, CPA, and/or 6+ years in a similar role preferred
  • Experience with CCH Axcess is required
  • Understanding of AgilLink is preferred
  • Strong knowledge of auditing standards and tax regulations
  • Demonstrated sense of urgency and follow-through skills
  • Excellent interpersonal skills for client relations
  • Familiarity with royalties, touring services, and music industry is highly preferred

Responsibilities

  • Supervise and train Staff Accountants and Account Managers
  • Review and prepare complex multi-state tax returns
  • Stay informed on changes in tax laws and regulations
  • Conduct tax research and planning across jurisdictions
  • Review financial reports and client documentation
  • Communicate with clients through various channels
  • Develop staff members into effective team players
  • Assist in identifying and onboarding new clients
  • Support service delivery for contracts and budgeting

Benefits

  • Comprehensive benefits package
  • Annual bonus potential
  • Hybrid work arrangement
  • Opportunity for professional development
  • Dynamic work environment within the music industry
Full Job Description
Job Description Summary:
GRF is seeking a Tax Manager to join our team of dedicated professionals. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts.

This position can be based out of the following locations on a hybrid basis: Encino, CA, Century City, CA, Chicago, IL, New York, NY, White Plains, NY, or Nashville, TN. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week.

Job Description:

Primary Responsibilities
  • Supervise and train assigned Staff Accountants and Account Managers
  • Review and possibly prepare moderate to complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and an emphasis on trusts)
  • Stay abreast of changing state and federal laws, policies, and economic/political climate which may affect clients' finances
  • Supervise and review Staff Accountant's and/or Senior Staff Accountant's preparation of moderately complex tax returns
  • Conduct tax research and multi-jurisdictional planning, and foreign touring clearances
  • Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
  • Communication with clients and client representatives via phones, email, and in-person meetings
  • Act as a coach and trainer to develop staff members into efficient and effective client team members, and address performance issues and concerns as needed
  • Assist Managing Director in identifying and onboarding prospective clients
  • Support Account Managers to provide highest level of customer service by assisting with contracts, budgeting, home purchases, tours, and year-end
  • Other projects and duties as assigned


Qualifications
  • Bachelor's degree with at least 4+ years of experience with multi-state tax returns, with an emphasis on trusts (in addition to individual, S corporation, C corporation, partnership, and estate)
  • Master's Degree, CPA and/or 6+ years in a similar role is highly preferred
  • CCH Axcess is required
  • Basic understanding of AgilLink is highly preferred
  • Proven knowledge of auditing standards, procedures, laws and rule/regulations
  • Sense of urgency and demonstrated ability to follow through
  • Commitment to professionalism and accuracy
  • Strong interpersonal skills to create and maintain a trusting relationship with staff and clients
  • Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred


This position is an exempt position. The annualized base pay range for this role is expected to be between $135,000 - $175,000. 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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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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