Capstone Financial Advisors is a fee-only, independent Registered Investment Advisor (RIA) that provides high net worth clients with comprehensive financial planning services. Our mission is to act as our client’s financial advocate by providing holistic wealth management advice tailored to their unique circumstances. Our team of skilled and experienced professionals is committed to helping our clients enhance their financial success.
Tax planning services area long-standing and integral part of Capstone’s total client service offering. To support the firm’s continued growth, Capstone is actively looking to expand its Tax Services Team.
The Tax Accountant will be responsible for preparing individual, trust, partnership, and corporate tax returns, calculating and processing estimated tax payments, assisting with tax notice reviews and tax law research. The position will also support the firm’s Tax Services team expansion.
Duties and Responsibilities
Prepare federal and state tax returns for individuals, trusts, partnerships, and corporations
Coordinate with Capstone’s Wealth Advisors to gather and organize client information and tax documents
Assist with gathering information for client IRS and state tax notices; help to resolve tax-related issues.
Prepare projections, calculate and process estimated tax payments, and perform general tax planning duties
Assist with research on federal, state, and local taxation authorities’ laws
Assist with tax audits and perform other tax department-related duties as necessary
Interact effectively with Wealth Advisors, Financial Planners, and Client Service Specialists
Proactively recommend and implement internal process improvements
1-3 years of tax preparation experience
Desire to pursue CPA designation; progress toward ideal
Bachelor’s degree from an accredited college or university in accounting, finance, economics, or related field
Experience with high net worth clients a plus
Extremely detail-oriented, analytical, strong focus on accuracy
Self-starter, organized, able to set priorities
High integrity, positive attitude, team player
Strong communicator with good interpersonal skills; client facing experience a plus
Desire and ability to work successfully in a small company, entrepreneurial environment
Proficiency with Microsoft Office applications
Salary and Benefits
401(k) plan with company match
Medical, short and long-term disability insurance
Flexible spending account
Health club membership
Paid time off
Opportunities for professional growth and continuing education
Capstone Financial Advisors, Inc. is an Equal Opportunity Employer
About Capstone Financial Advisors
Capstone Financial Advisors is a fee-only, independent financial advisory firm built on a solid foundation of personalized client service and in-depth market knowledge. Our mission is to act as our client’s financial advocate by providing holistic and unbiased wealth management advice.