Client Wealth Accountant (CPA)

The Opportunity: We're bringing accounting expertise in-house for the first time, and we want 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 back, and your time is spent doing the high-quality work you're actually good at. This is a rare setup: the infrastructure of a growing advisory firm with the feel of a boutique practice.

What You'll Do: Provide comprehensive tax planning and preparation services for individual clients (1040s, estates, trusts)Partner closely with our wealth advisors to deliver integrated, coordinated financial guidance Serve as the go-to accounting expert for client questions, life events, and planning needs Identify proactive opportunities to add value for clients year-round — not just at tax time Collaborate with internal team members to deliver a seamless, white-glove client experience

What We're Looking For: Active CPA license (required)10+ years of experience in individual tax and accounting — ideally serving affluent individuals or in a wealth management / family office setting Deep knowledge of individual income tax, estate planning concepts, and investment-related tax issuesA relationship-first mindset — you genuinely enjoy working with and for clients Comfort working cross-functionally in a collaborative, non-hierarchical environment Someone who is intellectually curious, proactive, and doesn't need to be managed

What We Offer: Competitive base salary + performance bonus Health Reimbursement Arrangement (HRA)401(k) with employer contributionA built-in, warm client base from day one — zero prospectingA modern, progressive team culture where your voice matters Work that is meaningful, varied, and never boring In-House | No Business Development Required Indianapolis, INFull-Time | In-Office