Senior CPA - In-House Tax & Wealth Planning

Invst Acquires NS Capital; Indianapolis (IN); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Competitive base salary + bonus

Health Reimbursement Arrangement (HRA)

401(k) with employer contribution

Zero prospecting

Job summary

Invst Acquires NS Capital in Indianapolis, IN seeks a seasoned CPA to own in-house tax and accounting for affluent clients. No business development required; you’ll provide tax planning, prepare returns, estates and trusts, and work closely with wealth advisors.

This role offers a competitive base salary, HRA, 401(k) with employer contributions, and a collaborative, non-hierarchical culture. You will bring 10+ years of tax experience, an active CPA license, and a deep understanding of tax and

Qualifications

• CPA license required.
• 10+ years of experience in individual tax and accounting—serving affluent clients preferred.
• Deep knowledge of individual income tax, estate planning concepts, and investment-related tax issues.
• Relationship-first mindset and ability to work cross-functionally in a collaborative environment.
• Self-motivated and proactive; able to work without heavy supervision.

Responsibilities

• Provide comprehensive tax planning and preparation services for individual clients (1040s, estates, trusts).
• Partner with wealth advisors to deliver integrated financial guidance.
• Serve as the in-house accounting expert for client questions and planning needs.
• Identify opportunities to add value for clients year-round, beyond tax time.
• Collaborate with internal teams to deliver a seamless, white-glove client experience.

Skills

Client relationships

Collaborative mindset

Proactive

Tax planning

Education

CPA license

Job description

Invst Acquires NS Capital in Indianapolis, IN seeks a seasoned CPA to own in-house tax and accounting for affluent clients. No business development required; you’ll provide tax planning, prepare returns, estates and trusts, and work closely with wealth advisors.

This role offers a competitive base salary, HRA, 401(k) with employer contributions, and a collaborative, non-hierarchical culture. You will bring 10+ years of tax experience, an active CPA license, and a deep understanding of tax and