Tax Manager
Capstone Financial Advisors, Inc.
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Tax Manager

Capstone Financial Advisors, Inc.

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Details
Posted:
August 8, 2019
Location:
Downers Grove, Illinois
Salary:
Type:
Full Time - Entry Level
Sector:
Wealth Management
Category:
Wealth Management
Required Education:
4 Year Degree
Position Summary

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

Qualifications
  • 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
  • Competitive salary
  • Bonus
  • 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.
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