Location: Fort Wayne, IN
Compensation: $70,000 – $80,000
Job Type: Full-Time
Tax preparation, review, planning, and client advisory services.
Prepare and review tax returns for individuals, trusts, estates, partnerships, S corporations and other entities as applicable.
Partner closely with Investment Advisers to provide integrated, tax-aware financial planning and strategic advice.
Review prior-year tax returns to identify errors, omissions, missed elections, unclaimed deductions or credits, and other refund opportunities.
Assist clients with tax notices, filing deficiencies, underpayment issues, and other state or federal tax matters.
Serve as the lead internal resource for questions involving the IRS, Indiana Department of Revenue, and other taxing authorities.
Collaborate with key firm leaders and strategic partners, including the CEO, CCO, in-house elder law attorney, and Medicare/health insurance expert, to support coordinated client planning.
Identify proactive tax planning opportunities and communicate recommendations clearly to clients and internal stakeholders.
5–10+ years of tax experience in Tax Preparation, public accounting, tax advisory, wealth management, family office, or a similar client-facing environment.
Strong experience preparing and reviewing a wide variety of tax returns, including individual returns and related entity returns.
We prefer experience with Drake software, but not required.
Health, dental, and vision insurance with 100% of premiums paid by company
401(k) with 6% match
100% premiums paid for Life, Dental, Vision & Disability
Complimentary bi-weekly professional house cleaning services
Fully stocked kitchen & pantry
Aggressive PTO, paid holidays with high flexibility outside of tax season
Crazy good work environment and culture
Continuing education and license renewal support
Opportunity to lead and help shape a growing tax practice in a collaborative advisory environment
Direct partnership with investment advisers to deliver truly integrated planning—helping families
Opportunity to make a meaningful impact on clients’ long-term financial outcomes
Collaborative partnership with professionals in compliance, elder law, and Medicare planning
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