Jobs at Capstone

Serves as in-charge for compilation, review, and audit engagements from planning through completion. Coordinates client communications, leads fieldwork, performs complex audit procedures, evaluates internal controls, reviews staff workpapers, prepares financial statements and disclosures, and supports engagement wrap-up and report issuance under manager supervision.

Prepare individual and business tax returns, supporting work papers, and tax analyses. Review client documentation, calculate liabilities and deductions, communicate with clients and team members, respond to tax inquiries, maintain confidentiality, and stay current with tax laws and regulations. The role also requires learning multiple software programs and providing professional client service.

Leads the Client Advisory Services department, including bookkeeping, payroll, and outsourced CFO teams. Responsibilities include strategic planning, business development, operational management, team leadership, client relationship management, budgeting, profitability oversight, pricing, and KPI reporting. The role drives service quality, client growth, retention, and departmental financial performance while developing staff and expanding advisory offerings.

Manage tax planning and advisory services for business, fiduciary, and individual clients. Prepare and review tax returns, apply federal and state tax laws, develop tax strategies, meet regularly with clients, mentor staff, and build lasting client relationships while identifying business development opportunities. The role offers leadership responsibility, client transition from a retiring partner, and a path to partnership.

Manage tax planning and advisory services for business, fiduciary, and individual clients. Prepare and review tax returns, apply federal and state tax laws, develop tax strategies, meet regularly with clients, mentor staff, and build lasting client relationships. The role includes business-development opportunities, client transition from a retiring partner, and a clear path to partnership.

Manage complex business, fiduciary, and individual tax engagements by preparing and reviewing returns, conducting advanced tax research, developing tax strategies, overseeing tax staff workflow, ensuring quality and profitability, and building strong client relationships. The role also supports business development through client meetings and relationship expansion.

Manages complex business, fiduciary, and individual tax engagements by preparing and reviewing returns, conducting advanced tax research, developing tax strategies, overseeing staff workflow, ensuring quality and profitability, and advising clients on federal and state tax matters. Builds client relationships, supports business development, and provides leadership to tax professionals.

Oversee multi-state payroll operations, compliance, tax filings, reconciliations, agency inquiries, and quality control. Lead and mentor payroll specialists, manage training and workflows, review payroll and wage reporting, enforce security protocols, and coordinate client communications. Ensure adherence to labor laws, payment controls, unemployment and leave reporting, and accurate time and WIP tracking.

Leads the Client Advisory Services department, including bookkeeping, payroll, and outsourced CFO teams. Oversees strategic planning, business development, operations, client relationships, team development, budgeting, profitability, pricing, and KPI reporting. Ensures high-quality service delivery, client retention, operational efficiency, and departmental growth while providing strategic financial guidance to key clients.

Prepare individual and business tax returns, supporting work papers, and tax analyses. Review client documentation, calculate liabilities and deductions, communicate with clients and team members, respond to tax inquiries, maintain confidentiality, and stay current with tax laws and regulations. The role also requires learning multiple software programs and delivering professional customer service.

Leads the Client Advisory Services department, including bookkeeping, payroll, and outsourced CFO teams. Oversees strategy, operations, business development, client relationships, team development, budgeting, profitability, pricing, and KPI reporting. The role drives service quality, client growth, operational efficiency, and financial performance while providing strategic leadership and guidance to key clients.

Manage complex tax engagements by preparing and reviewing business, fiduciary, and individual tax returns; researching federal and state tax issues; developing tax strategies; overseeing staff workflow; maintaining client relationships; and supporting business development while ensuring quality, timeliness, and profitability.

Serves as in-charge on compilation, review, and audit engagements from planning through completion. Coordinates client communications and fieldwork, performs complex audit procedures, evaluates internal controls, prepares financial statements and disclosures, reviews staff workpapers, provides feedback, and supports engagement wrap-up and report issuance under the supervision of audit leaders.

Manage day-to-day bookkeeping for multiple business clients, including general ledger maintenance, transaction recording, account reconciliations, accounts payable and receivable, journal entries, financial statements, month-end and year-end closing, discrepancy resolution, and audit-ready documentation. Communicate with clients and collaborate with payroll and tax teams to support accurate, timely financial reporting.

Prepare individual and business tax returns, supporting work papers, and tax analyses. Review client documents, determine liabilities and deductions, communicate with clients and team members, address tax inquiries, maintain confidentiality, and ensure compliance with changing tax laws and regulations. The role also involves learning multiple software programs and providing professional customer service.

Lead the firm's indirect tax practice by overseeing multi-state sales and use tax compliance, nexus reviews, audit support, regulatory advisory, quality controls, and standardized workflows. Advise clients on tax implications of business changes, coordinate with taxing authorities, maintain compliance procedures, and collaborate with leadership on staffing and service offerings. Serve as the firm's subject matter expert while developing trusted client and internal team relationships.

Manage complex federal and state tax returns, conduct advanced tax research, develop tax strategies, oversee tax staff workflow, maintain quality and profitability, and build strong client relationships while identifying business development opportunities.

Prepare individual and business tax returns, supporting work papers, and tax analyses. Review client documents, determine liabilities and deductions, communicate with clients and team members, respond to tax inquiries, maintain confidentiality, and stay current with tax laws and regulations. The role also requires learning multiple software programs and delivering professional client service.

Provides firm-wide leadership for client accounting delivery in a CAS practice. Oversees monthly financial close work, manages and evaluates accounting staff, reviews financial statements, leads client onboarding and complex integrations, improves workflows, maintains client relationships, develops team training, and documents standard operating procedures.

Leads the Client Advisory Services department, including bookkeeping, payroll, and outsourced CFO teams. Responsibilities include strategic planning, business development, operational oversight, team development, client relationship management, budgeting, profitability analysis, pricing, and KPI reporting. The role requires scaling CAS services, improving efficiency and quality, and aligning departmental performance with firm-wide objectives.