Financial Advisory - Tax Advisor

Kestra Holdings; Fort Wayne, Northern (IN, KY); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

Kestra Holdings in Fort Wayne, IN seeks a detail-oriented Tax Advisor to manage the preparation, review, and filing of client tax returns while collaborating with our wealth management team for holistic planning.

This mid-level role requires a CPA license or EA status, 2–4 years of experience, and strong communication skills, with proficiency in tax software. In-person work offers comprehensive benefits and growth opportunities.

Qualifications

• CPA license or IRS Enrolled Agent status is required.
• 2–4 years of experience preparing and filing complex tax returns.

Responsibilities

• Prepare, review, and file federal, state, and local tax returns for clients.
• Serve as primary contact for client tax inquiries and planning.
• Refine tax planning strategies and implement workflow improvements.
• Coordinate billing for tax revenue.
• Ensure compliance with IRS and state regulations for tax filings.

Skills

CPA/EA

Tax software

Client communication

Analytical thinking

Education

Bachelor's in Accounting or Finance

Tools

Tax preparation 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.