What are the responsibilities and job description for the Seasonal Tax Preparer and Seasonal Tax Reviewer position at Capstone Financial Advisors Inc.?
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
Who We Are
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.