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Senior Seasonal Tax Reviewer

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

View more

Job Role
Tax Compliance
Sector
Finance
Contract Type
Permanent
Hours
Full Time

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.

Responsibilities

  • 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

Qualifications

  • 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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