CPA/Tax Preparer
3 days ago
Fort Wayne
Job Description Job description: TradeWell Tax & Financial is seeking an experienced, client-focused Director of Tax, and also an associate Tax Preparer. These roles are responsible for overseeing tax preparation, tax planning, client consultation, prior-year return review, and tax resolution support. These individuals will collaborate with Investment Advisers to analyze the tax implications of retirement income, portfolio decisions, distributions, Roth conversions, charitable strategies, and other wealth planning matters. The ideal candidate is a technically strong tax professional, experienced leader, and trusted advisor who can deliver high-quality client service while helping grow and strengthen the firm’s tax capabilities. Responsibilities • Tax preparation, review, planning, and client advisory services., • Prepare and review tax returns for individuals, trusts, estates, partnerships, S corporations and other entities as applicable., • Assist clients with tax notices, filing deficiencies, underpayment issues, and other state or federal tax matters., • Serve as the lead internal resource for questions involving the IRS, Indiana Department of Revenue, and other taxing authorities., • Collaborate with key firm leaders and strategic partners, including the CEO, CCO, in-house elder law attorney, and Medicare/health insurance expert, to support coordinated client planning., • Identify proactive tax planning opportunities and communicate recommendations clearly to clients and internal stakeholders. Requirements • Active CPA or Enrolled Agent (EA) credential, in good standing preferred., • 5–10+ years of tax experience in Tax Preparation, public accounting, tax advisory, wealth management, family office, or a similar client-facing environment., • Strong experience preparing and reviewing a wide variety of tax returns, including individual returns and related entity returns., • We prefer experience with Drake software, but not required. Compensation • Health, dental, and vision insurance with 100% of premiums paid by company., • 401(k) with 6% match, • Complimentary bi-weekly professional house cleaning services, • Fully stocked kitchen & pantry., • Aggressive PTO, paid holidays with high flexibility outside of tax season, • Crazy good work environment and culture, • Opportunity to lead and help shape a growing tax practice in a collaborative advisory environment, • Direct partnership with investment advisers to deliver truly integrated planning-helping families, • Opportunity to make a meaningful impact on clients’ long-term financial outcomes, • Collaborative partnership with professionals in compliance, elder law, and Medicare planning Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Life insurance, • Paid time off, • Professional development assistance, • Relocation assistance, • Retirement plan, • Tuition reimbursement, • Vision insuranceCompany DescriptionTradeWell Tax & Financial is seeking an experienced, client-focused Director of Tax, and also an associate Tax Preparer. These roles are responsible for overseeing tax preparation, tax planning, client consultation, prior-year return review, and tax resolution support. These individuals will collaborate with Investment Advisers to analyze the tax implications of retirement income, portfolio decisions, distributions, Roth conversions, charitable strategies, and other wealth planning matters. The ideal candidate is a technically strong tax professional, experienced leader, and trusted advisor who can deliver high-quality client service while helping grow and strengthen the firm’s tax capabilities. Responsibilities Tax preparation, review, planning, and client advisory services. Prepare and review tax returns for individuals, trusts, estates, partnerships, S corporations and other entities as applicable. Partner closely with Investment Advisers to provide integrated, tax-aware financial planning and strategic advice. Review prior-year tax returns to identify errors, omissions, missed elections, unclaimed deductions or credits, and other refund opportunities. Assist clients with tax notices, filing deficiencies, underpayment issues, and other state or federal tax matters. Serve as the lead internal resource for questions involving the IRS, Indiana Department of Revenue, and other taxing authorities. Collaborate with key firm leaders and strategic partners, including the CEO, CCO, in-house elder law attorney, and Medicare/health insurance expert, to support coordinated client planning. Identify proactive tax planning opportunities and communicate recommendations clearly to clients and internal stakeholders. Requirements Active CPA or Enrolled Agent (EA) credential, in good standing preferred. 5–10+ years of tax experience in Tax Preparation, public accounting, tax advisory, wealth management, family office, or a similar client-facing environment. Strong experience preparing and reviewing a wide variety of tax returns, including individual returns and related entity returns. We prefer experience with Drake software, but not required. Compensation Salary: $70,000-$130,000 Benefits Health, dental, and vision insurance with 100% of premiums paid by company. 401(k) with 6% match Complimentary bi-weekly professional house cleaning services Fully stocked kitchen & pantry. Aggressive PTO, paid holidays with high flexibility outside of tax season Crazy good work environment and culture Continuing education and license renewal support Why Join TradeWell Tax & Financial Opportunity to lead and help shape a growing tax practice in a collaborative advisory environment Direct partnership with investment advisers to deliver truly integrated planning-helping families Opportunity to make a meaningful impact on clients’ long-term financial outcomes Collaborative partnership with professionals in compliance, elder law, and Medicare planning Company paid benefits: 401(k) 6%matching Dental insurance Health insurance Life insurance Paid time off Professional development assistance Relocation assistance Tuition reimbursement Vision insurance Fully Stocked kitchenTradeWell Tax & Financial is seeking an experienced, client-focused Director of Tax, and also an associate Tax Preparer. These roles are responsible for overseeing tax preparation, tax planning, client consultation, prior-year return review, and tax resolution support.\n\nThese individuals will collaborate with Investment Advisers to analyze the tax implications of retirement income, portfolio decisions, distributions, Roth conversions, charitable strategies, and other wealth planning matters.\n\nThe ideal candidate is a technically strong tax professional, experienced leader, and trusted advisor who can deliver high-quality client service while helping grow and strengthen the firm’s tax capabilities.\n\nResponsibilities\n\nTax preparation, review, planning, and client advisory services.\nPrepare and review tax returns for individuals, trusts, estates, partnerships, S corporations and other entities as applicable.\nPartner closely with Investment Advisers to provide integrated, tax-aware financial planning and strategic advice.\nReview prior-year tax returns to identify errors, omissions, missed elections, unclaimed deductions or credits, and other refund opportunities.\n\nAssist clients with tax notices, filing deficiencies, underpayment issues, and other state or federal tax matters.\nServe as the lead internal resource for questions involving the IRS, Indiana Department of Revenue, and other taxing authorities.\nCollaborate with key firm leaders and strategic partners, including the CEO, CCO, in-house elder law attorney, and Medicare/health insurance expert, to support coordinated client planning.\nIdentify proactive tax planning opportunities and communicate recommendations clearly to clients and internal stakeholders.\nRequirements\n\nActive CPA or Enrolled Agent (EA) credential, in good standing preferred.\n5–10+ years of tax experience in Tax Preparation, public accounting, tax advisory, wealth management, family office, or a similar client-facing environment.\nStrong experience preparing and reviewing a wide variety of tax returns, including individual returns and related entity returns.\nWe prefer experience with Drake software, but not required.\nCompensation\n\nSalary: $70,000-$130,000\n\nBenefits\n\nHealth, dental, and vision insurance with 100% of premiums paid by company.\n401(k) with 6% match\nComplimentary bi-weekly professional house cleaning services\nFully stocked kitchen & pantry.\nAggressive PTO, paid holidays with high flexibility outside of tax season\nCrazy good work environment and culture\nContinuing education and license renewal support\nWhy Join TradeWell Tax & Financial\n\nOpportunity to lead and help shape a growing tax practice in a collaborative advisory environment\nDirect partnership with investment advisers to deliver truly integrated planning-helping families\nOpportunity to make a meaningful impact on clients’ long-term financial outcomes\nCollaborative partnership with professionals in compliance, elder law, and Medicare planning\n\nCompany paid benefits:\n401(k) 6%matching\nDental insurance\nHealth insurance\nLife insurance\nPaid time off\nProfessional development assistance\nRelocation assistance\nTuition reimbursement\nVision insurance\nFully Stocked kitchen