Job Description
Join our award-winning tax team at Crestwood Financial Partners and accelerate your career in one of America's fastest-growing financial hubs! We're seeking a detail-oriented Tax Associate to deliver exceptional client service while navigating complex tax landscapes. With a comprehensive benefits package, professional development opportunities, and a $5,000 sign-on bonus, this role offers unmatched growth potential in Indianapolis' thriving business district.
Our collaborative culture combines cutting-edge tax technology with personalized mentorship, ensuring you'll master both technical expertise and client relationship management. Enjoy flexible work arrangements, competitive compensation, and the chance to work with diverse clients ranging from individuals to Fortune 500 companies.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns
- Research complex tax issues and provide compliance guidance
- Manage client relationships through proactive communication
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
- Collaborate with senior team members on tax planning strategies
- Stay current with tax law changes through continuous training
- Assist in IRS audit support and documentation preparation
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (Big 4 or mid-size firm preferred)
- CPA or active pursuit of CPA certification required
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Knowledge of Indiana tax regulations is a plus