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Director of Tax

Posted: October 23, 2008

Centara Capital is seeking a hands-on Tax Manager with 6 to 10 years of experience in public accounting, with an emphasis in tax. The ideal candidate will be versed in tax consulting strategies in addition to possessing strong compliance skills. The ability to consider tax scenarios and propose tax solutions for high net worth clients is critical. An interest or ability in financial planning is desired. On the compliance side, duties will include reviewing and signing individual, corporate, partnership, trust, and estate tax returns.

Essential Functions:

• Advise clients on the tax impact of proposed financial planning.
• Coach, mentor and lead a team of professionals.
• Develop and monitor department efficiencies.
• Communicate with various departments within the organization and gain a solid understanding of the business operations and functions.
• Will be responsible for reviewing and signing individual, corporate, partnership, trust, and estate tax returns using Lacerte.
• Will be required to meet with clients and deliver tax returns.

Qualifications:

• Strong knowledge of federal and state tax laws.
• Proficient in reviewing various tax returns to include corporate, trust, estate and individual returns.
• Demonstrated ability to solve complex tax issues and interpret complex tax rules and regulations.
• Ability to prioritize and meet deadlines.
• Excellent written and verbal communication skills.
• Strong analytical and organizational skills and attention to detail.
• Problem solving and project management skills.
• Must be proficient in Lacerte, Microsoft Word, Excel, & Outlook.
• Prior management experience required.
• Must have good tax research skills and tax consulting experience.

Work Experience:

• 6-10 years of Income Tax experience
• 3-5 Managerial experience

Education:

• Bachelors Degree
• Masters in Taxation preferred

Certification Requirements:

• CPA

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Relationship Manager

Posted: October 23, 2008

Centara Capital Management Group, Inc. is looking for a high quality, experienced and licensed Relationship Manager to join our high-energy team of CFP® professionals, CPA’s, Estate Planning Attorneys, Portfolio Managers and Support Staff. If you’re looking to take your practice to the next level and want the tools, resources and freedom to build a great future, contact us today and see for yourself why Centara Capital was honored a 2005 & 2006 Finalist Torch Award for Marketplace Ethics by the Better Business Bureau.

As a Relationship Manager, you will receive operational, back office, business tracking and marketing support. All this activity leaves you to concentrate on what you do best, providing the best financial advice for your clients and building long-term relationships. Centara Capital Management Group, Inc., Centara Capital Securities, Inc., Centara Legal Group and Centara’s Tax Department work seamlessly together to provide you and your clients with access to a Registered Investment Advisory, a Tax Planning firm, a Broker Dealer, and a Legal and Estate Planning firm all under one roof. This will enable your clients to receive a coordinated planning approach towards managing their assets and estate. This full service approach will enable you to work with higher net worth clients and also provide you with the highest revenue potential.

Requirements:

Bachelor’s degree in business from an accredited four-year college or university is preferred. Must have a minimum of 3-4 years experience in the financial services industry and an ability to show a proven track record. Certification requirements include Series 6 or 7, 65 and a California Life and Health Insurance license. A completed CFP® would be preferred. Candidates are required to have an existing client base.

Qualifications:

The candidate should have integrity, a passion for excellence, a commitment to lifetime learning, and a ‘do what it takes’ attitude. Candidate must be a self-starter with the ability to take responsibility, make decisions and complete tasks with little supervision, manage multiple projects simultaneously and possess strong leadership skills. Excellent interpersonal, written and oral communication skills are essential. The candidate must be a problem solver, able to offer practical thinking and approaches when applicable, and provide sound analysis and judgment when making decisions and/or recommendations. We are looking for a results-oriented individual who can make a difference; an individual who takes initiative, makes things happen and accepts accountability. The candidate must possess a strong value system, be creative and flexible in attitude and style to adapt to new situations in a rapidly changing, dynamic environment.

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