Capital Investment Advisors
At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, tax professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Tax Manager Our Tax Team isseeking an experienced Tax Manager to prepare complex business and individual tax returns and lead staff in ensuring that high quality tax services are provided to CIA clients. A successful Tax Manager at CAT is accountable for all department functions and contributes to the organization’s growth with a client-first mentality.
This is a full-time salaried position at our office in Sandy Springs.
Core Responsibilities
Prepare and/or review complex individual tax returns and business and individual tax planning
Prepare personalized client communication and build strong relationships with clients
Manage and monitor client engagements and due dates
Ensure personalized client satisfaction through open communication, managing and meeting deadlines, and proactively sharing tax strategies
Research and prepare work papers for each client file and situation
Conduct tax research and prepare memorandum to educate employees and clients
Respond to IRS and state agency audits, inquiries, and tax notices
Prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS or Treasury Department
Review and manage staff deliverables including tax returns, extensions, and tax projections for our practice
Work closely with partners to schedule, manage and delegate projects with staff and provide ongoing accounting and tax assistance
Assist with employee training for new hires and ongoing CPE
Keep abreast of current developments in the tax area by attending professional development and continuing education sessions on a regular basis
Skills & Qualifications
Bachelor’s Degree in Accounting
Master’s Degree in Tax, preferred
CPA or Enrolled Agent License8+ years of experience preparing all types of tax returns with a public CPA firm or private company and at least 2 years reviewing business and individual tax returns and planning engagements
Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Able to write reports and correspondence to clients and government agencies
Able to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Knowledge of Microsoft Office Suite
Experience using Tax Software, preferably CCH
Experience in Salesforce preferred
Holds professional and personal ethics in the highest regards, maintaining complete confidentiality of client and Firm information
Client-first attitude
Committed to a culture of compliance
Exhibits the Capital Investment Advisors’ five Core Values in everything they do
Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.
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Our tight-knit team has a mix of financial advisors, investment professionals, tax professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Tax Manager Our Tax Team isseeking an experienced Tax Manager to prepare complex business and individual tax returns and lead staff in ensuring that high quality tax services are provided to CIA clients. A successful Tax Manager at CAT is accountable for all department functions and contributes to the organization’s growth with a client-first mentality.
This is a full-time salaried position at our office in Sandy Springs.
Core Responsibilities
Prepare and/or review complex individual tax returns and business and individual tax planning
Prepare personalized client communication and build strong relationships with clients
Manage and monitor client engagements and due dates
Ensure personalized client satisfaction through open communication, managing and meeting deadlines, and proactively sharing tax strategies
Research and prepare work papers for each client file and situation
Conduct tax research and prepare memorandum to educate employees and clients
Respond to IRS and state agency audits, inquiries, and tax notices
Prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS or Treasury Department
Review and manage staff deliverables including tax returns, extensions, and tax projections for our practice
Work closely with partners to schedule, manage and delegate projects with staff and provide ongoing accounting and tax assistance
Assist with employee training for new hires and ongoing CPE
Keep abreast of current developments in the tax area by attending professional development and continuing education sessions on a regular basis
Skills & Qualifications
Bachelor’s Degree in Accounting
Master’s Degree in Tax, preferred
CPA or Enrolled Agent License8+ years of experience preparing all types of tax returns with a public CPA firm or private company and at least 2 years reviewing business and individual tax returns and planning engagements
Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Able to write reports and correspondence to clients and government agencies
Able to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Knowledge of Microsoft Office Suite
Experience using Tax Software, preferably CCH
Experience in Salesforce preferred
Holds professional and personal ethics in the highest regards, maintaining complete confidentiality of client and Firm information
Client-first attitude
Committed to a culture of compliance
Exhibits the Capital Investment Advisors’ five Core Values in everything they do
Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.
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