Tax Advisor for Holistic Wealth Planning

Bluespring Wealth Partners, LLC; Fort Wayne (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Health, dental, vision, 401(k)

In-person team environment

Professional development & training

Tuition reimbursement

Job summary

Kestra seeks a detail-oriented Tax Advisor to join our wealth management team. This mid-level role oversees the execution, review, and filing of client tax returns while collaborating with our wealth management colleagues to deliver holistic tax planning.

You’ll evaluate tax planning strategies, ensure compliance with IRS/state regulations, and support clients through clear communication. A CPA or EA license and 2–4 years of tax experience in a financial services setting are preferred.

Qualifications

• Active CPA license or EA status.
• 2–4 years of experience preparing and filing complex tax returns for RIAs, multi-family offices, or public accounting.
• Strong interpersonal and communication skills with ability to translate tax concepts.
• Proficiency in professional tax preparation software.
• Ability to work independently and collaboratively in a wealth-management environment.

Responsibilities

• Manage preparation, review, and filing of federal/state/local tax returns for clients (individuals, trusts, business).
• Serve as primary client contact for tax inquiries and planning, gathering and verifying financial data.
• Evaluate and refine tax planning strategies (e.g., Roth conversions, tax-loss harvesting) and implement workflow improvements.
• Coordinate the billing process for tax revenue.
• Ensure IRS/state compliance for filing and signing of returns.

Skills

CPA license or EA status

Interpersonal skills

Analytical skills

Independent work

Team collaboration

Tax software proficiency

Education

Bachelor’s degree in Accounting or Finance

Tools

Tax preparation software

Job description

Kestra seeks a detail-oriented Tax Advisor to join our wealth management team. This mid-level role oversees the execution, review, and filing of client tax returns while collaborating with our wealth management colleagues to deliver holistic tax planning.

You’ll evaluate tax planning strategies, ensure compliance with IRS/state regulations, and support clients through clear communication. A CPA or EA license and 2–4 years of tax experience in a financial services setting are preferred.