Capstone Financial Advisors is looking for an experienced Tax Preparer to join our seasonal tax team. We are a fee-only, independent Registered Investment Advisor (RIA) that provides high net worth clients with comprehensive financial planning services. Tax compliance and planning are long-standing and integral parts of Capstone’s total client service offering.
The Seasonal Tax Preparer will be responsible for preparing complex individual, trust, and partnership tax returns as well as calculating estimated tax payments.
Duties and Responsibilities
Prepare complex federal and state tax returns for individuals, trusts, and partnerships.
Coordinate with Capstone’s Wealth Advisors to gather and organize client information and tax documents
Calculate estimated tax payments
Interact well with Wealth Advisors, Financial Planners, and Client Service Specialists
Proactively recommend and implement internal process improvements
3+ years of tax preparation experience
CPA or EA designation preferred
Extremely detail-oriented, analytical, strong focus on accuracy
Experience with high-net-worth clients a plus
Self-starter, organized, able to set priorities
High integrity, positive attitude, 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