Tax Operations Associate - Capital Investment Advisors

Capital Accounting & Tax, LLC (CAT), a wholly owned subsidiary of Capital Investment Advisors (CIA), is a rapidly growing tax firm which provides tax preparation and advice for individuals and small to mid-sized companies. We provide clients with a tax strategy in coordination with their financial advisor based on risk tolerance, current lifestyle, and long-term financial goals. 

Our tight-knit team has a mix of financial and tax advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.  

Tax Operations Associate

We are seeking an analytical and results-driven Tax Operations Associate with a passion for client service to join our expanding team. Reporting to the Director of Operations, the Tax Operations Manager will support the daily operations of the tax practice, manage workflows, and identify process improvements.

This position is based in our Atlanta, GA office.

Core Responsibilities: 

• Support the daily operations across all practice functions (tax advisory, return preparation, bookkeeping, administration, and client services)
• Leverage existing systems and technology to refine workflows and processes  

Qualifications & Skills: 

• 3 years of professional services experience working in a project-based role 
• Experience in an operations-focused role, preferably in a CPA firm
• Adept at developing strong relationships
• Demonstrated critical and strategic thinking, problem-solving, decision-making, analytical and diagnostic skills 
• Capable of managing competing priorities and meeting deadlines with minimal supervision 
• Excellent communication and time management skills 
• Proficient in Microsoft Excel 
• Experience in Salesforce, preferred  
• Client-first attitude 
• Committed to a culture of compliance  
• Exhibits the Capital Investment Advisors’ five Core Values in everything they do

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