Tax Senior - Wealth Management - Up To $120k
Indianapolis, IN
Tax Senior - Wealth Management - Up To $120k
Hybrid work blending remote and in-office collaboration; prepares and reviews complex federal and state tax returns, does tax research and planning, and works with clients and wealth management advisors. Requires a bachelor’s degree, strong public accounting or wealth management tax background, and U.S. work authorization without sponsorship; active CPA is heavily preferred.
Tax Senior
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
We are a premier wealth management firm looking for a dedicated Tax Senior to join our team in Indianapolis. This is a hybrid position that offers a balance of remote work and in-office collaboration. An active CPA license is heavily preferred for this role.
Our ideal candidate thrives in a fast-paced environment and enjoys working closely with clients to manage their complex tax needs. You will play a key role in tax preparation, review, and strategic planning.
Position Highlights
- Hybrid work schedule blending remote flexibility with in-office collaboration
- Competitive salary range of $90,000 to $120,000 based on experience
- Direct collaboration with wealth management advisors to deliver holistic financial solutions
- Opportunity to manage complex tax profiles and high net worth client portfolios
- Strong career advancement potential within a growing financial services firm
Core Responsibilities
- Prepare and review complex federal and state tax returns for individuals, trusts, estates, and business entities.
- Conduct tax research and planning to minimize client liabilities and maximize wealth preservation.
- Coordinate closely with wealth management advisors to align tax strategies with overall financial plans.
- Serve as a primary point of contact for clients, answering technical tax questions and providing proactive guidance.
- Maintain up-to-date knowledge of local, state, and federal tax laws, regulations, and industry trends.
- Assist in mentoring and reviewing the work of junior tax staff members.
Requirements
- Bachelors degree in Accounting, Finance, or a related field.
- Active CPA license is heavily preferred.
- Strong background in public accounting or wealth management tax services.
- Proficient in tax preparation and research software.
- Excellent verbal and written communication skills for client-facing interactions.
- Ability to manage multiple deadlines and work independently in a hybrid structure.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.