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Director of Tax (CPA)

$70k - $130k

Creative Financial Staffing

Fort Wayne, IN
Director of Tax (CPA)

Salary: $70,000-$130,000

Why This Opportunity Stands Out:

  • Play a leadership role in building and shaping a growing tax practice within a collaborative advisory firm.
  • Work side-by-side with investment advisers to deliver fully integrated tax and financial planning.
  • Focus on proactive tax planning, not just return preparation.
  • Make a tangible impact on clients' long-term financial outcomes, especially retirees and families.
  • Enjoy strong work-life balance with flexible PTO and lighter expectations outside of tax season.
  • 100% employer-paid health, dental, and vision insurance.
  • 401(k) with 6% company match plus continuing education and license renewal support.
  • Work in a people-first culture with standout perks like professional house cleaning and a fully stocked kitchen.
Key Responsibilities for the Director of Tax:
  • Lead tax preparation, review, planning, and client advisory services.
  • Prepare and review individual and related entity tax returns (trusts, estates, partnerships, S-corps).
  • Partner with investment advisers on tax-aware retirement and wealth planning strategies.
  • Review prior-year returns to uncover missed opportunities and planning improvements.
  • Serve as an internal resource on IRS and Indiana Department of Revenue matters.
Qualifications for the Director of Tax:
  • Active CPA or Enrolled Agent (EA) credential preferred.
  • 5-10+ years of tax experience in public accounting, advisory, or a client-facing tax role.
  • Strong experience preparing and reviewing individual and entity tax returns.
  • Familiarity with Drake Tax software is a plus (not required).

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Vacancy posted 4 days ago
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