Job Description
Are you a detail-oriented professional looking to advance your career in the financial sector? Horizon Tax Partners is seeking a dedicated Tax Associate to join our dynamic team in Indianapolis, IN. We pride ourselves on providing exceptional tax services to a diverse clientele and are looking for someone who is driven, analytical, and ready to make an impact.
In this role, you will play a crucial part in preparing complex tax returns, ensuring compliance, and developing strategic tax plans for our clients. We offer a collaborative work environment, mentorship opportunities, and a clear path for career progression.
Responsibilities
- Prepare and review federal, state, and local income tax returns for individuals and corporations.
- Conduct research on current tax laws and regulations to ensure compliance with the latest updates.
- Assist senior staff with tax planning strategies to minimize tax liability and maximize client savings.
- Communicate effectively with clients to gather necessary financial documentation and explain tax findings.
- Maintain accurate and organized client records within the company’s tax software systems.
- Participate in the preparation of financial statements and supporting schedules.
- Collaborate with the audit team during tax season to ensure seamless integration of services.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 2+ years of experience in tax preparation or accounting (CPA candidate or licensure preferred).
- Proficiency in tax preparation software (e.g., ProSeries, UltraTax, Lacerte).
- Strong analytical skills with a keen attention to detail and accuracy.
- Excellent verbal and written communication abilities.
- Ability to manage multiple priorities and meet tight deadlines, especially during tax season.
- Proficient in Microsoft Office Suite, including Excel.