Job Description
We are seeking a detail-oriented Tax Associate to join our growing team in Indianapolis. At Crown Financial Partners, we pride ourselves on providing top-tier financial services with a focus on work-life balance. This is a fantastic opportunity for a motivated professional to utilize their tax expertise in a flexible, supportive environment.
In this role, you will assist in preparing and reviewing tax returns, ensuring compliance with IRS regulations, and providing exceptional service to our diverse client base. We offer a hybrid work schedule and flexible hours to accommodate your lifestyle while meeting the demands of the tax season.
Why Join Us?
- Flexible scheduling options to fit your life.
- Competitive salary and comprehensive benefits package.
- Opportunity for professional growth and CPA mentorship.
- Modern office environment in the heart of downtown Indianapolis.
Responsibilities
- Prepare and review individual and corporate income tax returns accurately and timely.
- Communicate with clients regarding tax documents, deadlines, and financial inquiries.
- Research complex tax issues and ensure full compliance with federal, state, and local regulations.
- Assist in tax planning strategies to minimize liability and maximize benefits for clients.
- Utilize tax software (e.g., ProSeries, Lacerte, or TurboTax) efficiently.
- Maintain strict confidentiality of all client financial data.
- Collaborate with senior staff on complex account audits.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field.
- 1-3 years of experience in tax preparation or accounting preferred.
- CPA, CMA, or EA certification is a plus but not required.
- Strong working knowledge of current tax laws and regulations.
- Proficiency in Microsoft Office Suite and tax preparation software.
- Excellent written and verbal communication skills.
- Ability to work independently as well as part of a collaborative team.