Job Description
Join our dynamic Indianapolis-based tax team as a Tax Associate and accelerate your career in finance. We're seeking a meticulous professional to deliver exceptional tax advisory services to high-net-worth individuals and growing businesses. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment that values continuous learning and career advancement.
Responsibilities
- Prepare and review complex federal, state, and local tax returns for diverse client portfolios
- Conduct in-depth tax research and planning strategies to optimize client outcomes
- Lead IRS/state audit representations and compliance documentation
- Develop and maintain client relationships through proactive communication
- Collaborate with senior advisors on multi-jurisdictional tax projects
- Maintain meticulous records in tax preparation software (ProSystem fx, UltraTax)
- Stay current with evolving tax legislation and regulatory changes
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Masters preferred)
- 2+ years of public tax preparation experience
- Strong proficiency in tax compliance software and Microsoft Excel
- Exceptional analytical and problem-solving abilities
- Proven track record of meeting strict deadlines in high-volume environments
- Excellent written and verbal communication skills
- Active CPA license or CPA candidacy required