Capstone Financial Advisors is a fee-only, independent Registered Investment Advisor (RIA) that provides high net worth clients with comprehensive financial 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 and achieve their dreams.
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 the strategy to build out future team capabilities. • Review staff-prepared tax returns for accuracy and make recommendations regarding tax savings opportunities. • Review and respond to IRS tax notices – proactively make recommendations and resolve issues. • Work with Capstone’s Wealth Advisors on proactive, high-value, strategic tax planning for clients. • 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.
• 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 returns - individual, trusts, partnerships, and corporate tax returns • Prior successful project management experience • Client-facing experience - high net worth clients experience a plus • Strong understanding of federal, state, and local tax laws and issues • 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
Internal Number: Position Summary Capston
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. Our mission is act as our client's financial advocate by providing holistic and unbiased wealth management advice.