Tax Planning Advisor (EA or CPA)
Draper, Utah, 84020, United States On-site
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About the role
We're looking for an Enrolled Agent (EA) or CPA who wants to do more than prepare tax returns. This is an opportunity to help shape the future of tax services at Capita. You'll work directly with clients, partner with financial advisors on proactive tax planning, and have a meaningful voice in developing the processes, workflows, and client experience that will define our growing tax practice. Because this role is part of our Centralized Planning Team (CPT), there is also an opportunity to broaden your impact over time. As our tax practice grows—and depending on your interests and strengths—you may have the opportunity to support broader financial planning initiatives beyond tax, making this an ideal role for someone who enjoys continuous learning and wants to expand their expertise. One of the unique aspects of this role is that it doesn't have to stop at tax. As a member of Capita's Centralized Planning Team, you'll work alongside financial planners and advisors every day. As our tax practice continues to grow—and depending on your interests and strengths—you'll have opportunities to expand your knowledge and contribute to broader financial planning initiatives.
What you'll bring
- Active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential.
- Experience preparing and filing individual and business tax returns.
- Experience using professional tax software such as Drake, UltraTax, or similar.
- Strong communication and client service skills.
- Exceptional attention to detail and commitment to accuracy.
- Experience in a wealth management, advisory, or public accounting firm.
- Understanding of how tax planning supports broader financial planning.
- Experience responding to IRS or state tax notices.
- A desire to improve processes and contribute to a growing business.