FPA Job Board

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 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 a