Client Wealth Accountant (CPA)

About UsWe're a registered investment advisory firm with a loyal, established client base of mass-affluent individuals and families who trust us with what matters most — their financial futures. Our culture is built on collaboration, continuous learning, and genuinely enjoying the work we do together. We move fast, think creatively, and treat each other like adults. The OpportunityWe'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 DoProvide comprehensive tax planning and preparation services for individual clients (1040s, estates, trusts)Partner closely with our wealth advisors to deliver integrated, coordinated financial guidanceServe as the go-to accounting expert for client questions, life events, and planning needsIdentify proactive opportunities to add value for clients year-round — not just at tax timeCollaborate with internal team members to deliver a seamless, white-glove client experience What We're Looking ForActive CPA license (required)10+ years of experience in individual tax and accounting — ideally serving affluent individuals or in a wealth management / family office settingDeep knowledge of individual income tax, estate planning concepts, and investment-related tax issuesA relationship-first mindset — you genuinely enjoy working with and for clientsComfort working cross-functionally in a collaborative, non-hierarchical environmentSomeone who is intellectually curious, proactive, and doesn't need to be managed What We OfferCompetitive base salary + performance bonusHealth 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 mattersWork that is meaningful, varied, and never boring Ready to Join Us?This is an on-site position at our Indianapolis headquarters. You'll need to live in the Indianapolis metropolitan area to be considered. To apply: Send us your resume and a brief cover letter explaining why you're excited about this opportunity and how your experience makes you the right fit. We're looking for someone passionate about financial services and ready to make a real impact in a company that's going places. If that sounds like you, we'd love to meet you. Invst is an equal opportunity employer.