Back Button

Lead Advisor I (Wealth Management Firm) (Tax Manager Equivalent)

We are seeking an experienced Tax Manager to support our full service Wealth Management Firm. We are a mid-sized firm headquartered in beautiful Indianapolis, and are an up and coming firm in the Wealth Management space. We are a very progressive and tech-forward company, offering a broad range of services for business owners, executives, and independent professionals and families.

We strive to keep a family-like culture where our employees feel valued and are able to pursue career growth opportunities. We are looking to hire a Future Leader for our firm. Due to our continued growth we are excited to be adding a Lead Advisor I (Tax Manager Equivalent) to our team! If you are interested, please apply today.

Top Reasons to Work With Us

• Hybrid Work (2 Days a Week in Office)
• Option for Fully Remote if not close to Indy. Quarterly visits are comp'd.
• Looking to Promote from within
• Opportunity to work for a People-Focused firm with a very strong culture
• Ability to build relationships with clients & team
• Not solely Compliance work - also Tax Planning and a lot of Client Engagement

Qualifications

Required:

• Active CPA or EA
• Minimum 5-7+ years of Public Accounting Experience
• Must currently be a Tax Manager (or Supervisor) at a Public Accounting Firm or Wealth Management Firm
• Experience with HNWI/Flow-through Entities

Nice to Have:

• Master's in Taxation or Accounting
• Experience with clients in multiple industries
• Strong Tenure

Benefits

• Competitive Salary: $130k - $150k++ (DoE)
• Full Benefits - Medical, Dental, Vision
• Capped busy season hours (60-65 hours)
• Half Day Summer Fridays May-September
• Better Work-Life Balance than traditional CPA firm
• Hybrid/Remote flexibility

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.