Senior Tax Preparer
USA Jobs, Fort Wayne, IN, United States
Tax Advisor
This individual will oversee complex tax preparation, multi-entity return review, tax planning, IRS/state resolution support, and integrated planning in partnership with Investment Advisers and other internal subject-matter experts. You will serve as the primary tax authority within the firm, supporting high-net-worth families with strategic planning around income, investments, distributions, Roth conversions, charitable giving, and multigenerational wealth strategies. This is a highly visible role that collaborates closely with the CEO, CCO, an elder-law attorney, and a Medicare planning specialist. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. Skills and requirements: Active CPA or EA credential in good standing Experience with Drake tax software 5-10+ years of professional tax preparation and tax planning experience Strong background preparing and reviewing complex individual and entity returns (trusts, estates, partnerships, S corps, etc.) Hands-on client advisory experience (strategy, planning, consultations) Experience reviewing prior-year returns to identify errors or missed opportunities Ability to support IRS and state notice responses Leadership or mentorship experience within a tax practice Prior work in wealth management, family office, or financial advisory settings Experience with holistic planning: retirement income, distributions, Roth strategies, charitable planning, etc. Familiarity with Indiana Department of Revenue filings and processes
This individual will oversee complex tax preparation, multi-entity return review, tax planning, IRS/state resolution support, and integrated planning in partnership with Investment Advisers and other internal subject-matter experts. You will serve as the primary tax authority within the firm, supporting high-net-worth families with strategic planning around income, investments, distributions, Roth conversions, charitable giving, and multigenerational wealth strategies. This is a highly visible role that collaborates closely with the CEO, CCO, an elder-law attorney, and a Medicare planning specialist. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. Skills and requirements: Active CPA or EA credential in good standing Experience with Drake tax software 5-10+ years of professional tax preparation and tax planning experience Strong background preparing and reviewing complex individual and entity returns (trusts, estates, partnerships, S corps, etc.) Hands-on client advisory experience (strategy, planning, consultations) Experience reviewing prior-year returns to identify errors or missed opportunities Ability to support IRS and state notice responses Leadership or mentorship experience within a tax practice Prior work in wealth management, family office, or financial advisory settings Experience with holistic planning: retirement income, distributions, Roth strategies, charitable planning, etc. Familiarity with Indiana Department of Revenue filings and processes