Senior Advisor

Senior Advisor Carmel, Indiana | Full-Time | Evans May Advisory Build Relationships, Solve Problems. Make an Impact. Evans May Advisory was built to be different from the traditional accounting firm model. We are a task-based firm, not an hours-based firm. We focus on outcomes, relationships, and meaningful advisory work instead of tracking every minute of the day. Our team works closely with business owners, families, and organizations to help them make informed financial decisions, solve problems, and plan for the future. We believe accounting and tax professionals should do more than prepare returns — they should become an extension of the client's team and a resource clients rely on throughout the year. As we continue to grow, we are expanding our team in our new Carmel, Indiana office, a collaborative space designed to support connection, flexibility, and growth. We are looking for an experienced CPA who enjoys working directly with clients, solving complex problems, and helping people succeed both personally and professionally. Position Summary The Senior Advisor role is ideal for an experienced CPA who wants to move beyond transactional work and play a meaningful leadership role within a growing firm. In this role, you will manage a portfolio of business and individual clients, lead advisory and tax engagements, review and sign tax returns, and provide proactive guidance that helps clients operate and grow more effectively. You will serve as a key relationship leader for clients while collaborating closely with Emerging Advisors, Advisors, and Managing Advisors. The ideal candidate is proactive, relationship-driven, technically strong, communicates clearly, and enjoys mentoring others while contributing to the continued growth of the firm.

What You'll Do:

As a Senior Advisor at EMA, you will lead client relationships and provide tax, accounting, and strategic advisory support that helps clients make informed decisions and achieve long-term success.

Responsibilities include:

Manage and advise a portfolio of individual and business clients Build long-term client relationships through proactive communication and strategic guidance Review and sign individual and business income tax returns Provide proactive tax planning and advisory support Analyze financial information and provide practical recommendations to clients Support business owners with financial, operational, and strategic questions Collaborate with Advisors and Managing Advisors on client engagements and firm initiatives Mentor and support junior team members in their technical and professional development Help identify opportunities to improve processes, client experience, and firm operations Continue developing technical expertise and industry knowledge How We Work At Evans May Advisory, we believe great client service starts with supporting our people first. We are intentional about building an environment where our team can grow professionally while also enjoying fulfilling personal lives. We call that life-work harmony, the belief that work and life should support one another, not compete with one another. Our firm is built around trust, flexibility, accountability, and shared success.

That means:

A task-based approach focused on results, not tracking hours Flexibility in work location and work schedules Autonomy in how work gets done Leadership that values communication, empathy, and collaboration A culture that prioritizes long-term sustainability over burnout An environment where personal growth and career growth happen together What We're Looking For 5 - 10 years of public accounting, advisory, or related experience Active CPA license required Experience managing client relationships and leading engagements Strong communication, relationship-building, and analytical skills Experience reviewing and signing tax returns Experience working with business owners and high-net-worth individuals preferred Ability to manage multiple client relationships and priorities effectively Experience mentoring or leading team members preferred Experience with CCH Axcess Tax, Engagement, and QuickBooks Online preferred, but not required A proactive mindset and desire to contribute beyond traditional compliance work Someone who values collaboration, flexibility, and continuous growth Why Join Evans May Advisory?

Our Driving force is simple:

Building Success Together by Empowering People and Elevating Everyone. We are building a firm where people can grow, contribute, and create meaningful careers while helping clients do the same. A people-first culture centered around empathy, flexibility, and shared success Meaningful client relationships and advisory-focused work Flexibility in how and where work gets done Opportunities for personal and professional growth A collaborative environment where ideas and innovation are encouraged Leadership that values trust, communication, and continuous evolution A modern office space in Carmel designed for connection and collaboration Competitive compensation and benefits If you are looking for a career where you can grow professionally, build strong relationships, make a real impact with clients and the firm, and find a long-term home for your career, we would love to connect.

Pay:

From $120,000.00 per year

Benefits:

401(k) Dental insurance Flexible schedule Health insurance Health savings account Life insurance Vision insurance

Work Location:

Hybrid remote in Indianapolis, IN 46240