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.
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
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
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)
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
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
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.
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.