Posted: August 17, 2019 2019-08-17T10:00:00+00:00
Fast growing Financial Planning firm with focus on strategic wealth management for High Net Worth individuals located in Downers Grove, Illinois is seeking a seasonal tax preparer.
Responsibilities include preparation and / or review of federal and state individual, fiduciary tax returns. Opportunity requires a Bachelor's degree in Finance or Accounting, CPA or EA designation preferred. Candidate must work as a team player with excellent interpersonal skills, high integrity and positive attitude. Minimum 2-3 years experience in tax return preparation. Hours are flexible.
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Personalized Client Service. In-Depth Market Knowledge.
Founded in 1999, Capstone Financial Advisors is an independent financial advisory firm built on a solid foundation of personalized client service and in-depth market knowledge. Our team of skilled and experienced professionals is committed to helping our clients enhance their financial success and achieve their dreams. We work with affluent individuals, business owners, entrepreneurs, private partnerships, nonprofits and professionals in all types of industries.
Our mission is to act as your financial advocate by providing wealth management solutions tailored to your unique circumstances. We work closely with you to build strategies that grow and preserve your wealth, giving you and your family the peace of mind you deserve. Our comprehensive services include financial planning, wealth management, tax strategies and preparation, estate planning, risk management and charitable planning assistance.