Tax Advisor for Wealth Planning | CPA/EA

Kestra Financial, Inc.; Fort Wayne (IN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Job summary

Kestra Financial, Inc. is seeking a detail-oriented Tax Advisor to join our wealth management team in Fort Wayne, IN. This mid-level position manages the preparation, review, and filing of client tax returns and collaborates on holistic tax planning.

The role requires CPA or EA status, 2–4 years of experience, and strong communication skills to translate tax laws. You will work with a collaborative team and have access to advanced tax tools and ongoing training.

Qualifications

• Active CPA license or IRS Enrolled Agent status.
• Bachelor’s Degree or higher in Accounting or Finance is a plus.
• 2–4 years of experience preparing and filing complex tax returns.

Responsibilities

• Manage the preparation, review, and timely filing of federal, state, and local tax returns for clients.
• Act as primary point of contact for client tax inquiries and planning.
• Evaluate and refine tax planning strategies and implement workflow improvements.
• Coordinate the billing process for tax revenue.
• Ensure compliance with IRS and state regulations in filings.

Skills

CPA/EA

2–4 years exp

Tax planning

Education

Bachelor’s in Accounting or Finance

Tools

Tax software

Job description

Kestra Financial, Inc. is seeking a detail-oriented Tax Advisor to join our wealth management team in Fort Wayne, IN. This mid-level position manages the preparation, review, and filing of client tax returns and collaborates on holistic tax planning.

The role requires CPA or EA status, 2–4 years of experience, and strong communication skills to translate tax laws. You will work with a collaborative team and have access to advanced tax tools and ongoing training.