Financial Advisory - Tax Advisor

Kestra Financial, Inc.; Fort Wayne (IN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Job summary

Kestra Financial, Inc. is seeking a detail-oriented Tax Advisor to join our wealth management team in Fort Wayne, IN. This mid-level position manages the preparation, review, and filing of client tax returns and collaborates on holistic tax planning.

The role requires CPA or EA status, 2–4 years of experience, and strong communication skills to translate tax laws. You will work with a collaborative team and have access to advanced tax tools and ongoing training.

Qualifications

• Active CPA license or IRS Enrolled Agent status.
• Bachelor’s Degree or higher in Accounting or Finance is a plus.
• 2–4 years of experience preparing and filing complex tax returns.

Responsibilities

• Manage the preparation, review, and timely filing of federal, state, and local tax returns for clients.
• Act as primary point of contact for client tax inquiries and planning.
• Evaluate and refine tax planning strategies and implement workflow improvements.
• Coordinate the billing process for tax revenue.
• Ensure compliance with IRS and state regulations in filings.

Skills

CPA/EA

2–4 years exp

Tax planning

Education

Bachelor’s in Accounting or Finance

Tools

Tax software

Job description

Lead with Purpose. Partner with Impact.

We are seeking a detail-oriented and analytical Tax Advisor to join our team. This mid-level role will manage the execution, review, and filing of client tax returns while collaborating directly with our wealth management team to provide holistic tax planning. The role will require extensive judgment as you oversee the tax process from start to finish, ensuring a smooth, accurate, and positive experience for our firm’s clients.

What You’ll Do:

• Manage the preparation, review, and timely filing of federal, state, and local tax returns (including individual, trust, and business returns) along with necessary tax documents (e.g., Forms 1099, W-2s, K-1s) for clients.
• Act as the primary point of contact for clients’ tax inquiries and tax planning, coordinating the gathering and verifying of complex financial data while exercising discretion in handling sensitive client information.
• Evaluate and refine tax planning strategies (such as Roth conversions and tax-loss harvesting), using analytical procedures to identify tax‑saving opportunities and implement technology or workflow solutions to streamline operations.
• Coordinate the billing process for all tax revenue.
• Exercise significant judgment to ensure compliance with IRS and state regulations with respect to the preparation, signing, and electronic filing of client tax returns.

What You Bring:

• Required: Active Certified Public Accountant (CPA) license or IRS Enrolled Agent (EA) status. A Bachelor’s Degree or higher in Accounting or Finance is a plus.
• 2–4 years of experience preparing and filing complex tax returns at an RIA, multi‑family office, or public accounting firm.
• Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships and translating complex tax laws into plain English.
• Strong analytical skills with deep proficiency in professional tax preparation software.
• Ability to work independently and collaboratively in a team‑oriented wealth management environment.

Why Join Us?

• Opportunity to make a meaningful impact on clients’ lives through personalized, tax‑optimized financial planning.
• Collaborative, supportive team environment with a focus on professional growth, development, and cross‑disciplinary mentorship.
• Competitive salary, performance‑based bonuses, and a comprehensive benefits package (health, dental, vision, 401(k), etc.).
• A desire to work in‑person with a phenomenal team of like‑minded individuals.
• Access to cutting‑edge tools, resources, and ongoing training to enhance your tax and financial planning expertise.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long‑term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.