Tax Planner & Advisory Leader (Year-Round)

Creative Financial Staffing, LLC; Fort Wayne (IN); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Employer-paid health insurance

Employer-paid dental insurance

Employer-paid vision insurance

Employer-paid life insurance

401(k) match up to 6%

Bi-weekly housekeeping service

Stocked kitchen

Paid parking

Job summary

Creative Financial Staffing, LLC seeks a Tax Accountant to lead year-round tax initiatives in Indiana, advising clients on planning strategies and fostering ongoing relationships. This role emphasizes proactive tax planning over seasonal work.

Strong knowledge of federal and Indiana tax rules and client-facing consulting is essential; CPA/EA preferred but not required. You will collaborate with financial advisors, wealth managers, and attorneys to deliver comprehensive tax solutions in a

Qualifications

• Prior individual tax preparation experience required.
• Experience with tax planning and client-facing tax consulting.
• Strong knowledge of federal and Indiana tax regulations.

Responsibilities

• 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.

Skills

Federal tax regulations

Indiana tax regulations

Client-facing tax consulting

Education

CPA or EA designation preferred

Job description

Creative Financial Staffing, LLC seeks a Tax Accountant to lead year-round tax initiatives in Indiana, advising clients on planning strategies and fostering ongoing relationships. This role emphasizes proactive tax planning over seasonal work.

Strong knowledge of federal and Indiana tax rules and client-facing consulting is essential; CPA/EA preferred but not required. You will collaborate with financial advisors, wealth managers, and attorneys to deliver comprehensive tax solutions in a