CAPTRUST · 8 hours ago
Tax Assistant
Boston, MA
Full-time
Onsite
Entry Level
$50K/yr - $60K/yr
2+ years expCAPTRUST is seeking a Tax Assistant who will provide general support to the Tax Department and Managing Directors with a variety of activities and related tasks. The role involves preparing tax documents, processing returns, and assisting with administrative duties in a collaborative office environment.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
Alicia Valdez
Responsibilities
Prepare and distribute tax engagement letters and tax organizers to clients
Process client tax source documents and scan using CCH Autoflow software program
Process various types of tax returns using CCH Axcess tax program and deliver tax returns using DocuSign program
Process, scan, mail and track estimated tax payment filings including online filing
Actively monitor and download incoming K-1’s
Process and distribute client K-1’s
Receive, monitor and distribute taxing authority communications
Monitor e-File acceptance and file accordingly
Maintain multiple tax filing compliance logs
Greet office guests in a professional, friendly, and hospitable manner
Answer phone calls with a welcoming and positive demeanor; ensure phone calls are directed to the appropriate team member
Type correspondence, reports, and other documents
Scan documents for electronic storage; assist with movement of documents into electronic systems
Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
Prepare conference rooms for meetings, and clean conference rooms after each meeting
Maintain an orderly and clean lobby, front desk, conference rooms and break room areas
Coordinate maintenance of office equipment and equipment supplies
Assist with planning and preparation of client events and employee events
Back up for front desk administrative associate, as needed
Perform a variety of administrative duties as assigned
Qualification
Required
Associates degree preferred and a minimum of 2 years of relevant experience and/or training, or equivalent combination of education and experience
Working knowledge of CCH ProSystem Fx
Excellent phone etiquette, verbal, and written communication skills
Proficient in MS Office (Word, Excel, Outlook, Power Point)
Preferred
Impeccable ability to maintain confidentiality and integrity
Serve clients with the highest professionalism, and maintain a strong commitment to provide quality service
Benefits
Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase