Tax Accountant

GENERAL DESCRIPTION:

Join a collaborative, client-focused team, where people come first, and tax meets strategy! Storen Financial is a fast-growing, family-oriented firm that values collaboration, professional growth, and meaningful client relationships. We offer tax planning and preparation, business solutions, and financial advisory services.

As a Tax Associate, you will support the tax needs of business owners and individual clients, providing tax support and exceptional service. This role is ideal for a candidate with 1 years of public accounting experience or related field experience and who appreciates working in a collaborative environment to support client service.

WHAT YOU’LL DO:

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts with a focus on accuracy, compliance, and timely delivery
• Assist with tax projections and planning strategies to help clients understand the impact of tax decisions and identify opportunities for savings
• Collaborate closely with our team of accountants and preparers to ensure accuracy and timeliness
• Communicate with senior advisors and the accounting team to ensure accurate financial information, meet filing deadlines, and deliver high-quality client service
• Prepare financial statements and supporting schedules, including journal entries and adjusting entries as needed to maintain accurate financial records
• Support small business clients with accounting and financial insights, helping identify efficiencies and providing responsive, professional service
• Stay current on tax regulations and industry developments to ensure compliance and contribute to best practices

YOU’LL THRIVE HERE IF YOU:

• Are an organized and detailed professional who can manage multiple client engagements while maintaining high-quality work
• Value collaboration, working closely with teammates across tax, accounting, and financial advisory services
• Prioritize delivering exceptional client service and value, working in a collaborative, high-performing environment
• Excel at communication and meeting deadlines & appreciate a strong tech-enabled environment

WHAT WE’RE LOOKING FOR:

• Bachelor’s degree in Accounting, Finance, or a related field
• 1 years of public accounting or tax preparation experience preferred
• Progress toward CPA or EA certification, or interest in pursuing professional licensure
• Familiarity with preparing individual and business tax returns
• Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment
• Solid communication and interpersonal skills with the ability to interact professionally with clients and colleagues
• Proficiency in tax and accounting software and has strong Excel skills
• A collaborative mindset and desire to grow professionally in a client-focused advisory environment
• Commitment to integrity, professionalism, and continuous improvement

WHY JOIN OUR FIRM:

At Storen Financial, we combine tax strategies, business solutions, and financial advisory services to help our clients achieve more. You’ll gain hands-on experience, mentorship from senior advisors, and opportunities to expand your skills in both tax and business advisory services. We work together to solve complex client needs. As our firm continues to grow, so do the opportunities for our team members to take on greater responsibility and advance their careers.

This role will report to our Tax Operations Director

Pay:

• $65,000 – $75,000 per year
• Opportunity for bonuses
• Generous benefits program

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.

Pay: $65,000.00 - $75,000.00 per year

Work Location: In person

Salary : $65,000 - $75,000