Senior CPA - In-House Tax & Wealth Planning
Invst Acquires NS Capital
Invst Acquires NS Capital in Indianapolis, IN seeks a seasoned CPA to own in-house tax and accounting for affluent clients. No business development required; you’ll provide tax planning, prepare returns, estates and trusts, and work closely with wealth advisors. This role offers a competitive base salary, HRA, 401(k) with employer contributions, and a collaborative, non-hierarchical culture. You will bring 10+ years of tax experience, an active CPA license, and a deep understanding of tax and #J-18808-Ljbffr Invst Acquires NS Capital
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- ...firms, West Point Financial Group, as a Wealth Management Advisor. We help clients... ...through personalized, holistic planning. You’ll receive extensive training,... ...families, and businesses Partner with in-house specialists in estate, tax, and business planning Build long-...HouseTax
- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management and retirement advisory... ..., particularly in the areas of financial, tax, estate, charitable, and retirement planning. The company values deep planning over product...SeniorTax
- Forvis Mazars, LLP seeks a Wealth Strategist in Indianapolis, IN, to provide high-level... ...requires extensive experience in tax and estate planning, proficiency in client engagement, and... ...and relevant qualifications such as a CPA or equivalent. Travel is required for client...SeniorTax
- ...In-House | No Business Development Required Indianapolis, IN Full... ...You'll Do Provide comprehensive tax planning and preparation services for... ...trusts) Partner closely with our wealth advisors to deliver integrated... ...What We're Looking For Active CPA license (required) 10+ years...HouseTaxFull timeWork at office
$85k - $105k
...accounting firm in Indianapolis is seeking a Senior Tax Accountant to prepare complex tax returns... ...a Bachelor's degree in Accounting and a CPA license. Candidates should have 3-5 years... ...to $105,000 annually, and focuses on tax planning and compliance for multiple companies. #J...SeniorTax$85k - $90k
CyberCoders in Indianapolis, IN seeks an experienced Tax Preparer/Experienced Staff with a CPA or EA to manage individual tax returns and tax planning, including gifts, trusts and estates. This full-time exempt role offers a hybrid schedule (2-3 days in the office weekly...SeniorTaxFull timeWork at officeLocal area- Jobot, a growing CPA firm in Indianapolis, seeks a Tax Manager to lead a dynamic team of accounting professionals. The role focuses on tax compliance, planning, and client service in a fast-paced environment. Qualifications include a Bachelor's in accounting, a CPA (EA...SeniorTax
- Invst is bringing accounting in-house for the first time and seeks the right person to own it. You’ll serve as a trusted resource for our established client base — no cold calls, no rainmaking, no business development. Your clients come ready, your colleagues have your...HouseTax
$74.93k - $153k
...providing solutions to complex tax issues? Do you not only... ...’s growing Private Wealth practice! Recruiting... ...You’ll Do As a Tax Senior in our Private Wealth Tax... ...projects related to tax planning opportunities and the tax... ...to obtain:Licensed CPA in state of practice/primary...SeniorTaxPrivate practiceWork at officeLocal area$121.9k - $262.1k
...Senior Wealth Strategist Make banking a Fifth Third better® We connect... ...experience through advanced planning expertise. Please see below... ...across estate, income tax, gift and estate tax, investment... ...Professional Credentials: JD, CPA, CFP®, or equivalent credentials...SeniorTaxBank staffShift work- ...Senior Wealth Planner The Senior Wealth Planner is a critical member of Allworth's Wealth Planning Team, responsible for delivering customized, technically... ...estate planning, advanced tax strategies, and... ...related field CFP® required; CPA, CFA, JD, LLM, or other advanced...SeniorTaxFull timeContract workPart timeInternshipWork at officeFlexible hours
- ...Summary The Senior Wealth Planner is a critical member of Allworth’s Wealth Planning Team, responsible for delivering customized, technically... ...in estate planning, advanced tax strategies, and... ...or related field CFP® required; CPA, CFA, JD, LLM, or other advanced...SeniorTaxFull timeContract workPart timeWork experience placementInternshipWork at officeFlexible hours
$138.8k - $215.9k
As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice, you... ...' experience providing tax planning services or preparing and reviewing... ...the process of obtaining a CPA, enrolled agent, or other... ...; Warrendale, PA; Spring House, PA; Reading, PA; Pittsburgh...HouseSeniorTaxFull timeWork experience placementLocal areaRemote work$174k - $278.4k
...public accounting firm, seeks a Tax Senior Manager for its National Tax... ...motivated tax professional with a CPA and/or JD. Government... ...issues related to compliance and planning. As a rapidly growing public accounting... ..., MD - Blackwell Road; Spring House, PA; Royersford, PA; Reading,...HouseSeniorTaxFull timeWork experience placementWork at officeLocal areaRemote work- Osaic seeks a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role requires deep expertise in estate, business, and tax planning and the ability to present tailored planning solutions to financial advisors for high-net-worth clients...SeniorTaxRemote job
$126.2k - $264.1k
...Job Description As Senior Facilities Service Manager – Electrical... ...continuously improve an in-house self-perform maintenance program... ..., service restoration, outage planning, maintenance readiness, and... ...Flexible Spending Accounts # Pre-tax commuter and parking benefits...HouseSeniorTaxContract workTemporary workImmediate startFlexible hours$126.2k - $264.1k
...build, lead, and continuously improve an in-house self-perform maintenance program ,... ...program for mechanical systems, including planning, training, execution standards, and continuous... ...care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k)...HouseSeniorTaxTemporary workFor contractorsRelocationRelocation packageFlexible hours- ...partnering on retainer with a national wealth management firm to grow their... ...client-related financial plans and investment recommendations... ...financial planning, estate, tax, and retirement issues.... ...strategies for clients. Works with Senior Advisor to manage and leverage...SeniorTax
- ...Revel CPA in Indianapolis is seeking a Principal Accountant to deliver exceptional client... ...client relationships while leading a team of tax experts. Responsibilities include preparing tax returns, providing strategic tax planning, and mentoring staff to ensure great...TaxRemote work
$90k - $120k
Tax Senior / Tax ManagerAre you ready to elevate your career with a forward... ...tax compliance and strategic planning engagements. This dynamic... ...(CPE) allowance and CPA license fee renewalsPerformance... ...Individuals (UHNWI), focusing on wealth preservation, income optimization...SeniorTaxWork at officeHome office- Wealth Strategist Sr - PNC Private Bank Location: Indianapolis, IN Job ID: R202919 Position Overview At PNC, our people... ...position. Responsibilities Develop, consult on and implement tax, estate and financial plans for clients, including those of the greatest complexity;...SeniorTaxFull timeTemporary workWork experience placementWork at office
$90k - $120k
...Tax Senior - Wealth Management We are a premier wealth management firm looking for a dedicated... ...and in-office collaboration. An active CPA license is heavily preferred for this role... ...tax preparation, review, and strategic planning. Position Highlights Hybrid...SeniorTaxWork at officeLocal areaRemote work- ...Description Job Description Teipen CPA Group, PC, a mid-sized fast... ...accounting firm, is seeking a Senior Staff Accountant. We have been... ...for multiple clients’ tax compliance and accounting needs... ...as necessary Help identify planning opportunities and issues for our...SeniorTax
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- ...proud to partner with a nationally recognized wealth management, retirement advisory, and... ...relationships with a long-term succession plan already in place. Deliver truly comprehensive... ...solutions, including advanced financial, tax, estate, charitable, and retirement planning...TaxWork at officeLocal areaImmediate start
$120k - $180k
...make the world of business and taxes come alive for creative... ...mentoring the tax team, including a senior tax manager and 3 tax accountants... ...personal and corporate tax planning documents and making updates to... ...it a little bit You're a CPA with 8+ years of experience, the...TaxFull timePart timeRemote workSleeping nightsFlexible hours$116k - $194k
...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...and seeking to hire an experienced Senior ERP Engineer to join our talented Information... ...in a professional manner.Experience planning, facilitating, documenting and...SeniorTaxFull timeRemote work
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