CAPTRUST · 4 hours ago
Tax Associate
New Orleans, LA
Full-time
Onsite
New Grad, Entry Level
0+ years expCAPTRUST is a wealth management firm seeking a Tax Associate to provide hands-on learning in a fast-paced environment. The role involves tax planning and compliance, client service support, and participation in various financial planning activities.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Assist on special projects (internal projects/client specific)
Assist with tax planning and preparation
Help team prepare for client meetings
Attend client meetings in a support role
Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning
Support the client services and administrative teams as needed/requested
Qualification
Required
Bachelor's or Master's degree in accounting
0 to 2 years of accounting, tax, and/or bookkeeping experience
Interest in the workings of individual taxation and wealth management
Proficiency in Microsoft Excel, Outlook, and Word
Preferred
Strong critical thinker
Results and detail oriented
Excellent communication and writing skills
Demonstrate highest personal ethics and integrity
Ability to maintain absolute confidentiality of information
Team player, collaborative, able to work with and through others
Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity
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