About us

Werner Financial is a dynamic and forward-thinking financial advisory firm located in Indianapolis. Our mission is clear: to deliver unparalleled financial planning expertise that makes a real difference in people's lives.

As a dedicated team, we understand that every financial journey is unique. Guided by integrity and driven by innovation, we work tirelessly to create personalized solutions that empower our clients to reach their goals.

But it's not just about the numbers; it's about the people. At Werner Financial, we believe in the power of relationships. We're committed to providing an exceptional client experience, where trust and transparency are the cornerstones of our interactions.

Position Overview:

We are seeking a highly motivated and experienced Certified Public Accountant (CPA) to join our team as an In-House CPA. This unique opportunity allows you to leverage your entrepreneurial spirit while serving as a key asset in managing our expanding client base. As a firm that values innovation and collaboration, we welcome individuals who are not only adept at handling complex tax matters but also possess the drive to manage their own business ventures.

Key Responsibilities:

1. Tax Planning and Compliance:

• Prepare and review both personal and business tax returns for a growing portfolio of clients.
• Provide strategic tax planning advice to optimize financial outcomes for clients.

2. Client Relationship Management:

• Cultivate and maintain strong client relationships, ensuring exceptional service delivery.
• Act as the primary point of contact for clients, addressing inquiries and providing expert guidance.

3. Entrepreneurial Collaboration:

• Manage your own business while seamlessly integrating with our firm's operations.
• Identify opportunities for business development and contribute to the overall growth of the firm.

Qualifications:

• Certified Public Accountant (CPA) designation is required.
• Proven experience in preparing personal and business tax returns.
• Strong knowledge of tax laws and regulations.
• Excellent interpersonal and communication skills.
• Entrepreneurial mindset with a desire to contribute to business development.

Job Types: Full-time, Part-time

Experience level:

• 3 years

Work Location: Hybrid remote in Indianapolis, IN 46237