Senior Tax Advisor (CPA/EA)

About the role

Capita is an RIA firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. As part of our commitment to simplifying and strengthening the financial lives of our clients, we are expanding our in-house services to include tax strategies and preparation. This new role will play a foundational part in building that offering.

This isn't a role where you'll be handed an established tax department and asked to simply follow the processes already in place. We're building the practice now. You'll work directly with clients on tax preparation, filing, and proactive tax planning while partnering with our financial advisors to make tax strategy part of the client's broader financial plan. At the same time, you'll have a meaningful voice in how our tax practice develops. You'll help us improve workflows, establish processes and standards, identify the right technology and resources, and determine what the team needs as the practice grows. You won't be expected to build it alone. You'll have the support and resources of an established financial planning firm around you, including operations, HR, technology, marketing, and an existing client base.

You may be a great fit if you've spent the last few years developing strong technical tax skills and are ready for something with a little more ownership. Maybe you've worked in public accounting or another tax practice and enjoy the technical side of the work, but you'd like to have more influence over how things are done. Maybe you enjoy preparing returns, but you're especially interested in the conversations that happen before the return—the planning decisions that can actually improve a client's financial situation. Or maybe you're ready to help build something but don't necessarily want the risk and administrative responsibility that comes with starting your own firm. At Capita, you'll have the opportunity to continue doing hands-on tax work while helping shape a tax practice as it grows.

Responsibilities

Tax Preparation & Client Work

• Prepare and review federal and state individual income tax returns.
• Manage tax filings, extensions, estimates, and other compliance deadlines.
• Review client tax information and identify planning opportunities.
• Research tax questions and provide thoughtful recommendations.
• Communicate directly with clients regarding tax documents, filings, questions, and planning opportunities.
• Assist clients with IRS and state tax notices or other tax-related correspondence.

Tax Planning

• Work alongside Capita's financial advisors to identify proactive tax-planning opportunities.
• Help clients understand the tax implications of financial decisions throughout the year, not just during tax season.
• Support planning involving business ownership, investments, retirement, charitable giving, and other areas relevant to our clients.
• Help create a client experience where tax planning and financial planning work together rather than operating separately.