Lead Tax Advisor

Who We Are

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.

Job: Full-time: Monday–Friday, 9 am–5 pm

Location: Draper, UT

Job Description

We are looking for an experienced and proactive Enrolled Agent (EA) or Certified Public Accountant (CPA) to lead our new in-house tax function. This role is designed for someone who thrives on collaboration, has a deep understanding of tax law, and is passionate about delivering excellent service in alignment with clients’ broader financial goals.

You’ll work closely with our financial advisors and planners to provide personalized tax planning and preparation services. As the first EA or CPA at Capita, you will also have the opportunity to help shape the firm’s tax processes and strategy.

Key Responsibilities

• Prepare and file individual and business federal and state tax returns
• Provide strategic tax planning throughout the year in coordination with advisors
• Analyze tax documents and proactively identify planning opportunities
• Respond to IRS and state notices on behalf of clients
• Maintain up-to-date knowledge of tax laws and best practices
• Help build and document internal tax preparation and review processes
• Serve as the internal resource for tax-related questions and client communication
• Partner with other departments (operations, compliance, advisors) to ensure tax services align with client needs and firm goals

Experience Desired

• Active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential
• 2 years of experience in tax preparation and planning
• Familiarity with tax software (e.g., Drake, UltraTax, or similar)
• Experience with individual and business filings
• Strong understanding of financial planning and its connection to tax strategy
• Prior work in a wealth management, advisory, or accounting firm is a strong plus

Attributes & Skills Desired

• Client-focused: Comfortable working with clients and explaining complex information in simple terms
• Detail-oriented: Accuracy and completeness are key
• Self-starter: Ready to own a new function and build as you go
• Collaborative: Communicate clearly and work well across teams
• Confidential and trustworthy: Handle sensitive information with integrity
• Growth-minded: Excited to improve systems, scale offerings, and stay current in your field

Sample Outcomes You Might Drive

• Clients receive proactive tax planning as part of their overall financial strategy
• Tax filings are completed accurately and on time
• Advisors are equipped with tax guidance that enhances their client conversations
• IRS or state notices are handled professionally with clear communication to clients
• Internal processes are documented and running smoothly ahead of tax season
• Grow referral business to Capita through effective tax planning and expertise

Compensation & Benefits

We offer competitive pay and a great opportunity for learning and growth. Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA. Basic life, AD&D, and Long-Term Disability are all paid by Capita. 401(k) plan with company match after 6 months of employment. Paid time off and 12 paid holidays.

Additional Info

The safety and security of our employees and our clients is our top priority. All offers of employment at Capita Financial are contingent upon a clear background check.