Tax Advisor & Planning Specialist; Wealth Mgmt
Listed on 2026-10-07
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Finance & Banking
Wealth Management
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.
We are seeking a motivated Tax Advisor & Planning Specialist (Wealth Mgmt) to join Kestra Holdings in Fort Wayne, IN, United States.
The position is based in Fort Wayne, IN, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 65.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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