Teams 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.