Senior Seasonal Tax Reviewer

Capstone Financial Advisors
Downers Grove, Illinois
Competitive Salary
Closing date
Dec 29, 2022

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Job Role
Tax Compliance
Contract Type
Full Time
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Capstone Financial Advisors is looking for an experienced Tax Reviewer to join our seasonal tax team. We are a fee-only, independent Registered Investment Advisor (RIA) that provides high net worth clients with financial planning services. Tax compliance and planning are long-standing and integral parts of Capstone’s total client service offering.

As a Senior Seasonal Tax Reviewer, you will be an integral member of our seasonal tax team. This role requires you to have a strong knowledge of federal and state tax regulations. We work in a professional, friendly, team-oriented work environment.


  • Review individual, complex 1041 tax returns (trust & business returns a plus) in accordance with our firm policies
  • Ensure that each tax return is accurately prepared
  • Conduct tax research and provide guidance to tax preparers, when needed.
  • Provide possible tax savings opportunities to Wealth Advisors
  • Review estimated tax payment calculations


  • 5+ years of tax preparation and review experience
  • CPA or EA designation a plus
  • Demonstrated skillset in tax regulations
  • Experience with high-net-worth clients a plus
  • Extremely detail-oriented, analytical, and strong problem-solving skills
  • Adaptability to work in a paperless environment
  • High integrity, positive attitude, and team player
  • Strong communicator with good interpersonal skills
  • Proficiency with Microsoft applications
  • Able to work 40 hours per week
  • Must have availability to work February through mid-April

Capstone Financial Advisors, Inc. is an Equal Opportunity Employer

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