Senior Advisor I (Wealth Management Firm)

Indianapolis, IN Hybrid

Full-time $150,000.00 - $180,000.00

Posted 05/07/2025

Position Overview

We are seeking an experienced Senior Tax Manager/Director to support our full service Wealth Management Firm. We are a mid-sized firm headquartered in beautiful Indianapolis, and are an up and coming firm in the Wealth Management space. We are a very progressive and tech-forward company, offering a broad range of services for business owners, executives, and independent professionals and families.

We strive to keep a family-like culture where our employees feel valued and are able to pursue career growth opportunities. We are looking to hire a Future Leader for our firm. Due to our continued growth we are excited to be adding a Lead Advisor I (Tax Manager Equivalent) to our team! If you are interested, please apply today or email your resume to Garrett.Mosholder@CyberCoders.com.

Top Reasons to Work With Us

Hybrid Work (2 Days a Week in Office)
- Option for Fully Remote if not close to Indy. Quarterly visits are comp'd.
Looking to Promote from within
Opportunity to work for a People-Focused firm with a very strong culture
Ability to build relationships with clients & team
Not solely Compliance work - also Tax Planning and a lot of Client Engagement

Qualifications

Required:

Active CPA or EA
Minimum 8-10+ years of Public Accounting Experience
Must currently be a Sr Tax Manager (or Director) at a Public Accounting Firm or Wealth Management Firm
Experience with HNWI/Flow-through Entities

Nice to Have:

Master's in Taxation or Accounting
Experience with clients in multiple industries
Strong Tenure

Benefits

Competitive Salary: $150k - $180k (DoE)
Full Benefits - Medical, Dental, Vision
Capped busy season hours (60-65 hours)
Half Day Summer Fridays May-September
Better Work-Life Balance than traditional CPA firm
Hybrid/Remote flexibility

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Garrett Mosholder is recruiting for this position and the positions below.
Email me to apply for this position

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Job ID: GM4-1851937

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 05/07/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.