FPA Job Board

Summary/Objective

Capstone Financial Advisors has an immediate opening for a Senior Tax Accountant with 3 – 5 years of relevant experience.

If you’re a looking to make a difference in people’s lives, working as a Senior Tax Accountant at Capstone Financial Advisors might be right for you.

We are a fee-only, independent Registered Investment Advisor (RIA), providing high-net-worth clients wealth management services tailored to their unique circumstances. We are also 100% employee owned. 

Capstone is actively growing in ways that allow us to maintain our personalized service. It’s not just about getting bigger. It’s about getting better.

When you’re at Capstone, you’ll experience professional and personal growth supported by a structured career path.

Tax compliance and planning are long-standing and integral parts of Capstone’s total client service offering.

The Senior Tax Accountant will be responsible for preparing and reviewing 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.

 Essential Functions

• Prepare complex federal and state tax returns for individuals, trusts, partnerships, and corporations
• Review 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; resolve tax-related issues
• Assist with gathering information and drafting a response for client IRS and state tax notices to help resolve tax-related issues.
• Prepare projections, calculate and process estimated tax payments, and perform general tax planning duties
• Understand and research basic to moderately complex tax concepts and their applicability to client situations
• Assist with tax audits and perform other tax department-related duties as necessary
• Ensure adherence to compliance related deadlines, such as, extensions and estimated tax payments
• Interact effectively with Wealth Advisors, Financial Planners, and Client Service Specialists
• Proactively recommend and implement internal process improvements
• Keep current with tax changes
• Assist in managing seasonal tax employees

Skills and Qualifications

• 3-5 years of tax preparation experience
• 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
• CPA Designation
• Experience with Lacerte a plus
• Self-starter, organized, able to set priorities with a strong work ethic
• High integrity, positive attitude, team player
• Strong communicator with good interpersonal skills; client facing experience
• Strong understanding of federal, state, and local tax laws and issues
• Proficiency with Microsoft Application

Benefits

• Competitive salary
• Bonus program
• Paid Time Off (national holidays, personal time, birthdays, community service activities)
• Flexible work options (2 remote working days each week, summer hours, early holiday departures)
• Health benefits (medical, dental, vision, life insurance, short- and long-term disability)
• Parental leave
• 401(k) retirement plan with company contribution
• Flexible spending account
• On-site, health club membership
• Reimbursement for relevant professional certifications and membership fees
• Short- and long-term disability insurance
• Life insurance
• On-site, health club membership
• Paid Time Off
• Reimbursement for relevant professional certifications, membership fees, and continuing education costs

 Recent Capstone Accolades

• 2022 Best Places to Work in Illinois
• 2022 Financial Advisor Magazine RIA Ranking
• InvestmentNews 2021 Best Places to Work for Financial Advisors
• 2020 Financial Times 300 Top RIAs

http://www.capstone-advisors.com/

About Capstone Financial Advisors

At Capstone Financial Advisors, you’ll find more than a financial advisor. You’ll find a partner willing to get to know you, your family, and your financial goals. When we opened our doors in 1999, we had one mission in mind: Deliver goal-based financial planning and personalized wealth management services. More than 20 years later, that tradition continues. We’ve built broad services that are coupled with personalized attention to help you feel empowered and confident about your financial decisions and achieve your financial dreams. As a fee-only, personal financial advisory firm, Capstone works with high-net worth individuals, families, and institutions.

Connections working at Capstone Financial Advisors