Director of Tax

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.ResponsibilitiesTax 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.RequirementsActive 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.