Capstone Financial Advisors Inc.
Seasonal Tax Preparer and Seasonal Tax Reviewer
Capstone Financial Advisors Inc., Downers Grove, Illinois, United States, 60516
Seasonal Tax Preparer and Seasonal Tax Reviewer
Capstone Financial Advisors has openings for
Seasonal Tax Preparers and Seasonal Tax Reviewers
for the upcoming tax season, both with 3+ years of relevant tax compliance experience.
At
Capstone Financial Advisors , we provide personalized, fee-only wealth management to high-net-worth clients, tailoring strategies to each client’s unique needs and circumstances. Based in the western suburbs of Chicago, we are proud to be recognized as one of the Best Places to Work by both Crain’s Chicago Business and InvestmentNews.
The Opportunity We are seeking
Seasonal Tax Preparers
and
Seasonal Tax Reviewers
to join our seasonal tax team for the upcoming 2026 tax season (2025 tax year).
Key Responsibilities – Seasonal Tax Preparer
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 effectively with Wealth Advisors, Financial Planners, and Client Service Specialists
Key Responsibilities – Seasonal Tax Reviewer
Review complex federal and state tax returns for individuals; trust & business returns a plus
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.
Qualifications
3+ years of relevant tax compliance experience
CPA or EA designation preferred
Lacerte and SurePrep experience a plus
Proficiency with Microsoft Office
Adaptability in a paperless environment
Experience with high-net-worth clients a plus
Strong communicator with good interpersonal skills
Work Schedule & Location:
Available to work from February through mid-April, with standard 8-hour shifts Monday through Friday and occasional weekend hours as needed. Depending upon your experience, this role can be performed hybrid or in-person at our Downers Grove office, or fully remote if you're located out of state.
Capstone Financial Advisors is committed to fostering an inclusive and diverse environment where all individuals feel welcomed and respected. We are an Equal Opportunity Employer and encourage individuals from all backgrounds to apply.
Visit us at: www.capstone-advisors.com
* Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. Capstone Financial Advisors does not pay fees to be considered for any ranking or recognition.
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Seasonal Tax Preparers and Seasonal Tax Reviewers
for the upcoming tax season, both with 3+ years of relevant tax compliance experience.
At
Capstone Financial Advisors , we provide personalized, fee-only wealth management to high-net-worth clients, tailoring strategies to each client’s unique needs and circumstances. Based in the western suburbs of Chicago, we are proud to be recognized as one of the Best Places to Work by both Crain’s Chicago Business and InvestmentNews.
The Opportunity We are seeking
Seasonal Tax Preparers
and
Seasonal Tax Reviewers
to join our seasonal tax team for the upcoming 2026 tax season (2025 tax year).
Key Responsibilities – Seasonal Tax Preparer
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 effectively with Wealth Advisors, Financial Planners, and Client Service Specialists
Key Responsibilities – Seasonal Tax Reviewer
Review complex federal and state tax returns for individuals; trust & business returns a plus
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.
Qualifications
3+ years of relevant tax compliance experience
CPA or EA designation preferred
Lacerte and SurePrep experience a plus
Proficiency with Microsoft Office
Adaptability in a paperless environment
Experience with high-net-worth clients a plus
Strong communicator with good interpersonal skills
Work Schedule & Location:
Available to work from February through mid-April, with standard 8-hour shifts Monday through Friday and occasional weekend hours as needed. Depending upon your experience, this role can be performed hybrid or in-person at our Downers Grove office, or fully remote if you're located out of state.
Capstone Financial Advisors is committed to fostering an inclusive and diverse environment where all individuals feel welcomed and respected. We are an Equal Opportunity Employer and encourage individuals from all backgrounds to apply.
Visit us at: www.capstone-advisors.com
* Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. Capstone Financial Advisors does not pay fees to be considered for any ranking or recognition.
#J-18808-Ljbffr