CAPTRUST · 1 week ago
Tax Manager
San Antonio, TX
Full-time
Onsite
Senior Level
5+ years expCAPTRUST is seeking a Tax Manager who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Meets and corresponds with clients/potential clients and regularly with attorneys, CPAs, and other vendors collaboratively to service the client
Prepare and review individual, trust, not-for-profit and gift tax returns including preparation of some partnership returns
Provide innovative tax planning and review complex tax returns
Oversee client tax compliance, planning and consulting projects by researching federal and state regulations
Coordinates tax services for clients
Analyzes and resolves client issues using sound judgment based on experience
Provides leadership and coaching to tax associates, interns, and other employees
Builds internal work relationships to enhance efficiency of the team
Manage and mentor members of tax team to greater levels of effectiveness and engagement
Find and implement opportunities for process improvement in company tax procedures
Qualification
Required
CPA certification, CPA candidate required
5 or more years of current public accounting experience preparing and reviewing all types of tax returns
Solid working knowledge of CCH Axcess (ProSystem Fx) including Autoflow and BNA Tax Planner
Supervisory experience required
Extensive knowledge of federal, state, and local income tax law
Proficiency in Word, Excel, PowerPoint, and Outlook
Strong financial analytical and planning skills
Self-starter that desires to take initiative
Strong work ethic, professional demeanor, and client service focus
Excellent verbal and written communication skills
Ability to demonstrate highest personal ethics, integrity, and confidentiality
Strong experience with a variety of tax operations and ability to drive process improvements
Strong ability to utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members
Preferred
Master's degree in Tax from an accredited university (preferred)
Experience in Ranch and Oil & Gas accounting a plus
Knowledge of GoFileRoom, GoSytems, FirmFlow, Lacerte and QuickBooks / Quicken a plus
Benefits
Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Personify wellness platform
401(k) program with a 5% employer match + financial planning for colleagues
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