Tax Accountant

CFS; Fort Wayne (IN); Vor Ort; USD 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

Comprehensive benefits: medical,Dental

401(k) match up to 6%

Office perks: stocked kitchen, paid停车,

Zusammenfassung

CFS in Fort Wayne, IN seeks an experienced Tax Accountant/Tax Planner for a year-round, advisory-focused role. You will build client relationships and work with financial advisors, wealth management professionals, and attorneys under one roof to deliver proactive tax strategies.

The role emphasizes ongoing client service, collaboration, and professional development in a growth-minded tax department.

Qualifikationen

• Prior individual tax preparation experience is required.
• Experience with tax planning and client-facing tax consulting.
• Strong knowledge of federal and Indiana tax regulations.
• CPA or EA designation preferred but not required.

Aufgaben

• Prepare and file individual tax returns.
• Manage an active tax-season client workload.
• Provide year-round tax planning, projections, and strategic guidance.
• Assist clients with estimated tax payments, notices, and tax-related matters.
• Meet directly with clients to answer questions and provide recommendations.
• Partner with financial advisors to identify tax-saving opportunities and planning strategies.

Kenntnisse

Tax preparation

Tax planning

Client communication

Regulatory knowledge

Ausbildung

CPA or EA certification (preferred)

Jobbeschreibung

• Opportunity to help lead and grow an expanding tax department with significant long-term leadership potential.
• Work in a year-round tax planning role instead of a seasonal tax environment.
• Build meaningful, ongoing relationships with clients while serving as a trusted tax advisor.
• Collaborate closely with financial advisors, wealth management professionals, attorneys, and other specialists under one roof.
• Clear career advancement path with potential to grow into broader leadership within the tax function.
• Enjoy a highly collaborative, team-oriented culture focused on growth and professional development.
• Comprehensive benefits package including 100% employer-paid medical, dental, vision, and life insurance.
• Receive a generous 401(k) match of up to 6%.
• Strong work-life balance outside of peak tax season.
• Additional perks include a stocked kitchen, paid parking, and bi-weekly housekeeping service.

Salary

$80,000 - $100,000

Why This Opportunity Stands Out

• Opportunity to help lead and grow an expanding tax department with significant long-term leadership potential.
• Work in a year-round tax planning role instead of a seasonal tax environment.
• Build meaningful, ongoing relationships with clients while serving as a trusted tax advisor.
• Collaborate closely with financial advisors, wealth management professionals, attorneys, and other specialists under one roof.
• Clear career advancement path with potential to grow into broader leadership within the tax function.
• Enjoy a highly collaborative, team-oriented culture focused on growth and professional development.
• Comprehensive benefits package including 100% employer-paid medical, dental, vision, and life insurance.
• Receive a generous 401(k) match of up to 6%.
• Strong work-life balance outside of peak tax season.
• Additional perks include a stocked kitchen, paid parking, and bi-weekly housekeeping service.

Key Responsibilities For The Tax Accountant / Tax Planner

• Prepare and file individual tax returns.
• Manage an active tax-season client workload.
• Provide year-round tax planning, projections, and strategic guidance.
• Assist clients with estimated tax payments, notices, and tax-related matters.
• Meet directly with clients to answer questions and provide recommendations.
• Partner with financial advisors to identify tax-saving opportunities and planning strategies.

Qualifications For The Tax Accountant / Tax Planner

• Prior individual tax preparation experience required.
• Experience with tax planning and client-facing tax consulting.
• Strong knowledge of federal and Indiana tax regulations.
• CPA or EA designation preferred but not required.