Lead Advisor I (Wealth Management Firm) (Tax Manager Equivalent)

CyberCoders; Chicago (IL); Hybrid; USD 95,000 - 150,000; Full time

Job summary

A leading wealth management firm is looking for a Lead Advisor I, equivalent to a Tax Manager. This role involves advising clients on tax and financial matters, fostering a family-like culture with opportunities for career growth. The firm offers competitive compensation and hybrid work options.

Benefits

Full Benefits - Medical, Dental, Vision

Capped busy season hours (60-65 hours)

Half Day Summer Fridays May-September

Hybrid/Remote flexibility

Qualifications

• Minimum 5-7+ years of Public Accounting Experience.
• Experience with HNWI/Flow-through Entities.

Responsibilities

• Support full service Wealth Management.
• Tax planning and client engagement.

Skills

Client Engagement

Tax Planning

Education

Active CPA or EA

Master's in Taxation or Accounting

Job description

Lead Advisor I (Wealth Management Firm) (Tax Manager Equivalent)

Lead Advisor I (Wealth Management Firm) (Tax Manager Equivalent)

2 days ago Be among the first 25 applicants

This range is provided by CyberCoders. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$95,000.00/yr - $150,000.00/yr

Position Overview

We are seeking an experienced Tax Manager to support our full service Wealth Management Firm. We are a mid-sized firm headquartered in beautiful Indianapolis, and are an up and coming firm in the Wealth Management space. We are a very progressive and tech-forward company, offering a broad range of services for business owners, executives, and independent professionals and families.

We strive to keep a family-like culture where our employees feel valued and are able to pursue career growth opportunities. We are looking to hire a Future Leader for our firm. Due to our continued growth we are excited to be adding a Lead Advisor I (Tax Manager Equivalent) to our team! If you are interested, please apply today or email your resume to [e-mail].

Top Reasons to Work With Us

• Hybrid Work (2 Days a Week in Office)
• Option for Fully Remote if not close to Indy. Quarterly visits are comp'd.
• Looking to Promote from within
• Opportunity to work for a People-Focused firm with a very strong culture
• Ability to build relationships with clients & team
• Not solely Compliance work - also Tax Planning and a lot of Client Engagement
  

Qualifications

Required:

• Active CPA or EA
• Minimum 5-7+ years of Public Accounting Experience
• Must currently be a Tax Manager (or Supervisor) at a Public Accounting Firm or Wealth Management Firm
• Experience with HNWI/Flow-through Entities
  
  

Nice To Have

• Master's in Taxation or Accounting
• Experience with clients in multiple industries
• Strong Tenure
  
  

Benefits

• Competitive Salary: $95k - $150k (DoE)
• Full Benefits - Medical, Dental, Vision
• Capped busy season hours (60-65 hours)
• Half Day Summer Fridays May-September
• Better Work-Life Balance than traditional CPA firm
• Hybrid/Remote flexibility
  
  

Email Your Resume In Word To

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

[e-mail]

• Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : GM4-1854436L726 -- in the email subject line for your application to be considered.***
  
  

Garrett Mosholder - Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

This job was first posted by CyberCoders on 05/28/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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