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 and tax documents
Calculate estimated tax payments
Interact well with Wealth Advisors, Financial Planners, and Client Service Specialists
Proactively recommend and implement internal process improvements
3+ years of tax preparation experience
CPA or EA designation preferred
Extremely detail-oriented, analytical, strong focus on accuracy
Experience with high-net-worth clients a plus
Self-starter, organized, able to set priorities
High integrity, positive attitude, 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.