Senior Tax Accountant

GENERAL DESCRIPTION:

We are seeking a self-motivated and experienced Senior Tax Accountant to join our dynamic, growing, and family-oriented team. The responsibilities include reviewing and finalizing corporate, partnership, and individual tax returns, as well as advising clients on tax strategy and collaborating with our team of accountants and preparers. This person will report directly to the Tax Operations Director.

The Senior Tax Accountant will be able to apply the best tax strategies that comply with laws, promote our client’s best interest, communicate with our team about industry changes, meet deadlines, and be an integral part of our high performing team.

We’re searching for a team member who can not only execute the duties and responsibilities of this position in an exceptional manner but believes in and demonstrates core Storen Financial values and ethics.

JOB DUTIES AND RESPONSIBILITIES:

Customer Service / Sales:

Lead growth efforts through engagement in the delivery of client service & development of new clients.
Perform detailed and technical tax review.
Prepare and sign federal/state income tax returns for corporations, partnerships, and individuals.
Advise clients on business tax, entity selection, cash flow, and income strategies.
Regularly meet and communicate with clients to assess and finalize tax needs: projections, tax planning and answering a broad range of questions.
Work with specific clients on IRS and State resolutions and perform tax research.

Education and Training:

Track tax industry trends and regulation changes.
Complete or exceed minimum continued education requirements annually.
Become QuickBooks certified.
Obtain necessary certifications to support proficiency in tax preparation and accounting software knowledge.

Other:

Problem-solve, troubleshoot, and suggest process improvements to maximize efficiency while maintaining accuracy.
Participate in team meetings and events that support internal consistency, teamwork and create an enjoyable work atmosphere.

EXPERIENCE AND SKILLS:Skills and Abilities:

Ability to effectively present information and respond to questions from clients.
Problem solver with analytical, detail-oriented, and organizational skills.
Ability to multi-task and resolve problems in a fast-paced environment.
Excellent communication skills, both written and verbal.
Technology-driven with ability & willingness to learn new technology and software programs.
Strong work ethic and willingness to go the extra mile.
Loyalty and belief in company, services, and team within a client-focused culture.

Education and Background:

Bachelor’s degree in business, Finance or Accounting. Master’s degree preferred.
CPA or EA license required.
Greater than 3 years of senior level tax preparation experience.
Public accounting experience preferred but not required.
Proficient in using tax software, UltraTax a plus.
Experience with the Salesforce CRM tool a plus.
Proficiency in use of MS Office (Outlook, Word, Excel, OneNote) required.

PAY AND BENEFITS:

$95,000 – $140,000 per year
Opportunity for bonuses

Benefits:

Click here to learn more about our Storen Financial Employee Benefits.

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. Click here to learn more.

Click here to learn more about our team.
Click here to see more careers.

Job Type: Full-time

Pay: $95,000.00 - $140,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Schedule:

8 hour shift
Monday to Friday

Experience:

Tax accounting: 3 years (Required)

Ability to Commute:

Zionsville, IN 46077 (Required)

Ability to Relocate:

Zionsville, IN 46077: Relocate before starting work (Required)

Work Location: In person

Storen Financial

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Sr. Tax Accountant