Capstone Financial Advisors is looking for an experienced Tax Reviewer 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.
As a Senior Seasonal Tax 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.
Review individual and 1041 tax returns (trust returns a plus) in accordance with our firm policies
Ensure that each tax return is accurately prepared
Conduct tax research and provide guidance to tax preparers, when needed.
5+ 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
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.