Tax Advisor & Planning Specialist (Wealth Mgmt)

Kestra Holdings; Fort Wayne (IN); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

Kestra Holdings in Fort Wayne, IN seeks a detail-oriented Tax Advisor to manage the preparation, review, and filing of client tax returns while collaborating with our wealth management team for holistic planning.

This mid-level role requires a CPA license or EA status, 2–4 years of experience, and strong communication skills, with proficiency in tax software. In-person work offers comprehensive benefits and growth opportunities.

Qualifications

• CPA license or IRS Enrolled Agent status is required.
• 2–4 years of experience preparing and filing complex tax returns.

Responsibilities

• Prepare, review, and file federal, state, and local tax returns for clients.
• Serve as primary contact for client tax inquiries and planning.
• Refine tax planning strategies and implement workflow improvements.
• Coordinate billing for tax revenue.
• Ensure compliance with IRS and state regulations for tax filings.

Skills

CPA/EA

Tax software

Client communication

Analytical thinking

Education

Bachelor's in Accounting or Finance

Tools

Tax preparation software

Job description

Kestra Holdings in Fort Wayne, IN seeks a detail-oriented Tax Advisor to manage the preparation, review, and filing of client tax returns while collaborating with our wealth management team for holistic planning.

This mid-level role requires a CPA license or EA status, 2–4 years of experience, and strong communication skills, with proficiency in tax software. In-person work offers comprehensive benefits and growth opportunities.