Financial Advisory - Tax Advisor

Bluespring Wealth Partners, LLC; Fort Wayne, Northern (IN, KY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Bonuses

Job summary

Bluespring Wealth Partners, LLC seeks a detail-oriented Tax Advisor to manage the end-to-end tax return process for clients within a wealth management team. You will oversee preparation, review, and filing of federal, state, and local returns, while coordinating tax planning and client communications.

The role emphasizes attention to compliance with IRS/state regulations and leveraging software to streamline workflows.

Qualifications

• Active CPA license or IRS Enrolled Agent status required.
• 2–4 years of experience in preparing and filing complex tax returns.
• Strong communication skills and ability to explain tax concepts clearly.

Responsibilities

• Manage preparation, review, and filing of federal, state, and local tax returns for clients.
• Serve as primary contact for client tax inquiries and planning.
• Evaluate tax planning strategies and improve workflow with technology.

Skills

CPA or EA

Tax software

Client relationships

Analytical skills

Independent & collaborative

Education

Bachelor's in Accounting/Finance

Tools

Professional 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.