Wealth Management Accounting

ProTax Wealth Management Accounting

Job Title: Certified Public Accountant (CPA) – Full-Time

Location: Fort Wayne, Indiana
Employment Type: Full-Time
Reports To: Firm Owner

About Us

We are a well-established small tax and accounting firm dedicated to providing personalized, high-quality financial and tax services to individuals and small businesses. Our firm takes pride in maintaining close relationships with clients while delivering accuracy, integrity, and trusted expertise. We foster a collaborative, supportive environment where each team member’s contribution truly matters.

Position Overview

We are seeking an experienced Certified Public Accountant (CPA) with a strong background in tax preparation and review to join our growing team. The ideal candidate will have experience managing client relationships, preparing and reviewing complex returns, and providing proactive tax planning advice. This role offers an excellent opportunity for a CPA who thrives in a small-firm setting and enjoys working directly with clients.

Key Responsibilities

• Prepare and review individual, corporate, partnership, and fiduciary tax returns.
• Conduct tax research and provide clients with accurate, timely advice on tax issues.
• Review client financial statements and assist in year-end accounting adjustments.
• Manage multiple client engagements and ensure compliance with all filing deadlines.
• Communicate directly with clients to gather information and explain tax matters clearly.
• Supervise or mentor junior staff when needed and support team collaboration.
• Stay current with tax law changes and industry best practices.

Qualifications

• Active CPA license (required).
• Minimum 3 to 5 years of tax preparation experience in public accounting.
• Proficiency with QuickBooks and major tax software (e.g., ATX, Lacerte, Drake, UltraTax, or similar).
• Strong understanding of GAAP and federal/state tax regulations.
• Excellent analytical, problem-solving, and communication skills.
• Ability to manage multiple clients and meet deadlines in a fast-paced environment.
• Commitment to maintaining the highest standards of confidentiality and professionalism.

Work Environment & Schedule

• Full-time, year-round position.
• Standard business hours with additional time as needed during tax season.

Compensation and Benefits

• Competitive salary based on experience and qualifications.
• Paid holiday and vacation
• QSEHRA health plan
• Simple IRA match
• Professional development and continuing education opportunities.

Supportive small-firm culture with direct client interaction and meaningful impact.