Tax Senior: High-Net-Worth & Estate Planning

Ksm CPA; Indianapolis (IN); Hybrid; USD 90,000 - 130,000; Full time

Job summary

KSM is seeking a Tax Senior Associate to support engagement teams serving high-net-worth individuals, families, and related entities, including trusts and closely held businesses.

The role involves preparing complex tax returns, supporting compliance and planning, and mentoring associates. Strong technical knowledge and client-service orientation are essential. The firm emphasizes collaboration and growth within a people-centered culture.

Qualifications

• CPA licensure or active progress toward CPA preferred.
• 3+ years of public accounting experience with focus on high-net-worth taxation.
• Bachelor's or Master's degree in accounting.
• Detail-oriented with strong organizational and communication skills.
• Ability to manage multiple engagements and meet deadlines.

Responsibilities

• Prepare complex tax returns for high-net-worth individuals, families, trusts, and related entities.
• Support tax compliance and planning, including preparation of workpapers and delivery to engagement leaders.
• Review returns for accuracy under supervision and mentor junior staff.
• Coordinate day-to-day engagement activities, track items, deadlines, and communicate status to clients and leadership.
• Research complex tax issues, collaborate with specialists, and contribute to planning and strategy.

Skills

CPA licensure

Tax compliance

High-net-worth taxation

Client service

Communication

Education

Bachelor's in accounting

Master's in accounting (preferred)

Tools

Tax software proficiency

Job description

KSM is seeking a Tax Senior Associate to support engagement teams serving high-net-worth individuals, families, and related entities, including trusts and closely held businesses.

The role involves preparing complex tax returns, supporting compliance and planning, and mentoring associates. Strong technical knowledge and client-service orientation are essential. The firm emphasizes collaboration and growth within a people-centered culture.