Tax Advisor Wealth Planning | CPA/EA
Listed on 2026-10-07
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Finance & Banking
Tax Advisor, Tax Manager, Accounting & Finance, Financial Analyst -
Accounting
Tax Advisor, Tax Manager, Accounting & Finance, Financial Analyst
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.
Consider building your career as a Tax Advisor for Wealth Planning | CPA/EA at Kestra Financial, Inc.
Join Kestra Financial, Inc. and contribute to our ongoing work.
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This posting is for the Tax Advisor for Wealth Planning | CPA/EA role at Kestra Financial, Inc., based in Fort Wayne, IN, United States.
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