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Seasonal Tax Preparer / Reviewer

Capstone Financial Advisors
Downers Grove, Illinois
$30 - $70 per hour
Closing date
Jan 28, 2023

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Job Role
Tax Compliance
Contract Type
Full Time
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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.


  • 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


  • 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

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