Job Description
Join Fort Wayne Financial Partners as a Tax Associate and launch your career in finance! We're seeking detail-oriented professionals to support our growing client base in Northeast Indiana. Enjoy competitive benefits, professional development opportunities, and a collaborative environment that values work-life balance. Our team specializes in individual and corporate tax planning, compliance, and advisory services for businesses across Fort Wayne and the surrounding region. Why choose us? Comprehensive training, mentorship from CPAs, and clear advancement paths to senior tax positions. Apply today to become part of Fort Wayne's premier financial services team!
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with current IRS regulations and Indiana tax codes
- Collaborate with senior advisors to develop tax planning strategies for small businesses
- Review financial statements to identify tax-saving opportunities and deductions
- Manage client documentation and maintain organized digital tax records
- Assist in IRS audits and correspondence resolution
- Train on new tax software and regulatory changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (required)
- 1-3 years of tax preparation experience (internship experience acceptable)
- Proficiency in tax software (e.g., ProSystem fx, Lacerte, or UltraTax)
- Strong understanding of individual and corporate tax principles
- Excellent analytical skills and attention to detail
- CPA or EA certification preferred (not required)
- Ability to manage multiple deadlines in a fast-paced environment
- Strong written and verbal communication skills