CPA for Wealth Management Firm

We're representing one of our clients, a boutique financial planning and wealth management firm based in West Lafayette, Indiana, which is looking to add an accounting and tax planning side to its business. The firm has 300+ families who value long-term relationships over transaction volume. There's no revolving door. No partner churn. No pressure to constantly chase new clients just to replace ones you lost to burnout. Why You Should Consider This Role You've spent years grinding through 80-hour tax seasons, managing the relentless cycle of client acquisition while drowning in compliance work. You're tired of the big firm culture where your contributions disappear into the machine. This is different. The Role: Strategic Tax Planning, Not Just Returns You'll work with established, quality clients on meaningful tax strategy—not high-volume grunt work. Your focus: Integrate tax planning into comprehensive financial strategies for 200+ returns annually (achievable during normal business hours) Structure tax-efficient investment strategies: tax-loss harvesting, Roth conversions, RMD sequencing, Social Security optimization Guide next-generation wealth transfer and succession planning for entrepreneurial clients with closely held businesses Communicate proactively with clients on planning deadlines, code changes, and strategic opportunities—building relationships, not scrambling for survival Partner with our wealth management team to deliver cohesive, tax-efficient plans that actually work The Practical Reality Hours: 8am–5pm, Monday–Friday. Seasonal flex hours only during tax season—not year-round. Compensation: $80-100K base + performance bonuses ($10K–$30K annually) based on plan development, client retention, and firm profitability. Real upside, not unicorn promises. Tools You'll Use: MoneyGuide Pro Elite, FP Alpha, Income Labs Fidelity, Schwab, TIAA, Jackson National custodian platforms Excel and Word (no proprietary software nightmares) Tax submission software you require paid for by us Who We're Looking For Required: CPA with 10+ years of experience Expertise in individual tax planning (1040s, state returns), business taxation, business valuation, and estate taxation Proficiency with Excel and financial planning software (we'll train on ours) Ability to think strategically about integrated tax and investment planning What Matters Most: You value sustainable pace over heroic hours You want to serve clients you actually respect, long-term You're energized by strategy and planning, not just compliance You're ready to join a team where your expertise is appreciated and your contributions are visible About Our Firm We're selective about clients. We serve families who are serious about their financial future. We're selective about team members too. You'll work with experienced wealth advisors, not rookies learning on the job. The culture is collaborative—your ideas matter, and you won't be siloed into a tax department basement. We've been building this practice since 2007. We're not startup chaos, and we're not soul-crushing corporate. We're the middle ground that works. Next Steps If this sounds like the role you've been looking for—meaningful work, reasonable hours, stable growth, and respect for your expertise—apply now. Tell us why you're ready to leave the tax treadmill behind. Job Type: Full-time Pay: $80,000.00 - $100,000.00 per year Benefits: 401(k) 401(k) matching Health insurance Application Question(s): Your Linkedin address please Please share with us why this role is interesting to you What are you currently doing for work? If you're not in Lafayette, where are you located? Where was the majority of your tax experience gained? Which types of tax returns have you prepared or reviewed in the past 3 years? What is the approximate size of the largest client you have worked with? Education: Bachelor's (Required) Experience: Tax accounting: 6 years (Required) Working at a CPA firm: 3 years (Required) Location: Lafayette, IN 47905 (Preferred) Work Location: In person