Capstone Financial Advisors is a fee-only, independent Registered Investment Advisor (RIA) that provides high net worth clients with comprehensive planning services. Our mission is to act as our client’s financial advocate by providing holistic wealth management advice tailored to their unique circumstances. Our team of skilled and experienced professionals is committed to helping our clients enhance their financial success.
Tax planning services is a long-standing and integral part of Capstone’s total client service offering. To support the firm’s continued growth, Capstone is actively looking to expand its Tax Services Team.
The Tax Manager will play an integral role in driving the strategy and implementation of the firm’s Tax Services team expansion. In addition, core responsibilities will include reviewing tax returns and working with Capstone’s Wealth Advisors on client tax planning and in client meetings.
Duties and Responsibilities
Support the development and execution of strategies to build out future team capabilities
Sign-off on complex federal and state tax returns for individuals, trusts. partnerships, and corporations
Review staff-prepared complex tax returns for accuracy and make recommendations regarding tax savings opportunities
Work with Capstone’s Wealth Advisors on proactive, high-value, strategic tax planning for clients
Review and respond to IRS and state tax notices – proactively make recommendations and resolve issues
Attend client meetings with Wealth Advisors to present and communicate on tax-related matters
Research federal, state, and local taxation authorities’ laws, and recommend tax strategies
Curate and write relevant and timely tax content for internal and external/client communication
Interact effectively with Wealth Advisors, Financial Planners, and Client Service Specialists
Proactively recommend and implement internal process improvements
6+ years of tax experience
CPA or EA designation required
Bachelor’s degree from an accredited college or university in accounting, finance, economics, or related field
Experience in reviewing federal and state returns for high-net worth individuals, trusts, partnerships, and corporations
Strong understanding of federal, state, and local tax laws and issues
Prior successful project management experience
Client-facing experience - high net worth clients experience a plus
Self-starter, organized, able to set priorities
High integrity, positive attitude, team player
Demonstrated ability to establish successful relationships with clients, colleagues, vendors, and industry experts
Desire and ability to work successfully in a small company, entrepreneurial environment
Salary and Benefits
401(k) plan with company match
Medical, short and long-term disability insurance
Flexible spending account
Health club membership
Paid time off
Opportunities for professional growth and continuing education
Capstone Financial Advisors, Inc. is an Equal Opportunity Employer
About Capstone Financial Advisors, Inc.
Capstone Financial Advisors is a fee-only, independent financial advisory firm built on a solid foundation of personalized client service and in-depth market knowledge. Our mission is to act as our client’s financial advocate by providing holistic and unbiased wealth management advice.