Senior Advisor (Senior Manager / Non-Equity Partner)

Carmel, Indiana | Full-Time | Evans May Advisory Build Relationships, Solve Problems. Make an Impact. Evans May Advisory was built to be different from the traditional accounting firm model. We are a task-based firm, not an hours-based firm. We focus on outcomes, relationships, and meaningful advisory work instead of tracking every minute of the day. Our team works closely with business owners, families, and organizations to help them make informed decisions, solve problems, and plan for the future. We believe accounting and tax professionals should do more than prepare returns — they should become an extension of the client’s team and a resource clients rely on throughout the year. As we continue to grow, we are expanding our team in our new Carmel, Indiana office, a collaborative space designed to support connection, flexibility, and growth. We are looking for an experienced CPA who enjoys working directly with clients, solving complex problems, and helping people succeed both personally and professionally. Position Summary The Senior Advisor role is ideal for an experienced CPA who thrives in a relationship-driven environment and enjoys serving as a trusted advisor to high-net-worth individuals, multi-generational families, business owners, trusts, estates, and private foundations. In this role, you will lead complex client relationships, oversee sophisticated tax and advisory engagements, review and sign tax returns, and provide proactive guidance that helps clients preserve wealth, navigate complexity, and achieve long-term financial objectives. You will work closely with clients and their broader team of attorneys, investment advisors, bankers, and family office professionals to deliver coordinated, forward-thinking solutions. As a key leader within the firm, you will mentor advisors, contribute to the growth and development of the practice, and help shape the client experience that distinguishes Evans May Advisory. The ideal candidate combines deep technical expertise with exceptional relationship skills, sound judgment, and a genuine passion for helping clients make informed decisions across generations. What You’ll Do Serve as the primary advisor for a portfolio of high-net-worth individuals, families, trusts, estates, private foundations, and closely held businesses Build long-term client relationships through proactive communication, strategic planning, and exceptional service Review and sign complex individual, fiduciary, foundation, and business tax returns Lead tax planning strategies involving wealth preservation, estate planning, charitable giving, succession planning, and business transitions Partner with attorneys, investment advisors, bankers, and other professionals to provide coordinated client solutions Advise clients on tax-efficient structures, family wealth transfer strategies, and philanthropic objectives Analyze financial and tax information and translate complex issues into practical recommendations Support business owners with strategic, operational, succession, and growth-related decisions Mentor Advisors and Emerging Advisors while fostering technical excellence and professional growth Identify opportunities to enhance client service, strengthen relationships, and expand advisory engagements Contribute to the continued development and growth of the firm’s high-net-worth and family advisory practice How We Work At Evans May Advisory, we believe great client service starts with supporting our people first. We are intentional about building an environment where our team can grow professionally while also enjoying fulfilling personal lives. We call that life-work harmony, the belief that work and life should support one another, not compete with one another. Our firm is built around trust, flexibility, accountability, and shared success. That means: A task-based approach focused on results, not tracking hours Flexibility in work location and work schedules Autonomy in how work gets done Leadership that values communication, empathy, and collaboration A culture that prioritizes long-term sustainability over burnout An environment where personal growth and career growth happen together What We're Looking For 5–10+ years of public accounting, tax, advisory, or related experience Active CPA license required Significant experience serving high-net-worth individuals, trusts, estates, foundations, and closely held businesses Experience reviewing and signing complex individual, fiduciary, and business tax returns Strong understanding of estate, gift, trust, and charitable planning concepts Demonstrated ability to develop and maintain trusted client relationships Experience coordinating with attorneys, investment advisors, and other professional service providers Strong communication, analytical, and problem-solving skills Experience mentoring and developing team members Experience with CCH Axcess Tax, Engagement, and QuickBooks Online preferred A consultative mindset and passion for delivering proactive, year-round advisory services Why Join Evans May Advisory Our Driving force is simple: Building Success Together by Empowering People and Elevating Everyone. We are building a firm where people can grow, contribute, and create meaningful careers while helping clients do the same. A people-first culture centered around empathy, flexibility, and shared success Meaningful client relationships and advisory-focused work Flexibility in how and where work gets done Opportunities for personal and professional growth A collaborative environment where ideas and innovation are encouraged Leadership that values trust, communication, and continuous evolution A modern office space in Carmel designed for connection and collaboration Competitive compensation and benefits #J-18808-Ljbffr Evans May Advisory