Job DescriptionJob 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.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% matchComplimentary bi-weekly professional house cleaning servicesFully stocked kitchen & pantry.Aggressive PTO, paid holidays with high flexibility outside of tax seasonCrazy good work environment and cultureContinuing education and license renewal support
Why Join TradeWell Tax & Financial
Opportunity to lead and help shape a growing tax practice in a collaborative advisory environmentDirect partnership with investment advisers to deliver truly integrated planning-helping familiesOpportunity to make a meaningful impact on clients’ long-term financial outcomesCollaborative partnership with professionals in compliance, elder law, and Medicare planning
Benefits:
401(k)401(k) matchingDental insuranceFlexible scheduleHealth insuranceLife insurancePaid time offProfessional development assistanceRelocation assistanceRetirement planTuition reimbursementVision 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 kitchenCompany 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.\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
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