Senior Seasonal Tax Reviewer
Capstone Financial Advisors, Inc. - Downers Grove, IL
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*Summary/Objective* *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 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. *Duties and Responsibilities* * Review individual, complex 1040 tax returns (trust & business 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. * Provide possible tax savings opportunities to Wealth Advisors. * Review estimated tax payment calculations. *Skills and Qualifications* * 3+ years of tax preparation and review experience * CPA or EA designation a plus * Demonstrated skillset in tax regulations * Lacerte and SurePrep experience a plus * 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. _**_ Capstone Financial Advisors, Inc. is an Equal Opportunity Employer Job Type: Seasonal Pay: $50.00 - $95.00 per hour Schedule: * 8 hour shift * Monday to Friday * Weekends as needed Experience: * Tax preparation and review: 3 years (Required) License/Certification: * CPA or EA designation (Preferred) Work Location: In person
Created: 2024-10-19