Seasonal Tax Preparer / Reviewer

Capstone Financial Advisors is looking for experienced Tax Preparers / Reviewers 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 Seasonal Tax Preparer / 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

• Prepare and/or review federal and state returns for individuals and 1041 returns (trust and business returns a plus) in accordance with our firm policies
• Ensure that each tax return is accurately prepared
• Calculate (preparer) / review (reviewer) estimated tax payments
• Reviewers to conduct tax research and provide guidance to tax preparers, when needed.
• Provide possible tax savings opportunities to Wealth Advisors

Qualifications

• 3+ 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; Hybrid/Remote potential

Capstone Financial Advisors, Inc. is an Equal Opportunity Employer