Tax Senior
Agresta, Storms & O'Leary PC
Tax Senior
We are a full-service CPA firm with offices across central and southern Indiana. Our firm provides assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base that includes closely held and entrepreneurial businesses, nonprofits, government-regulated entities, manufacturers, construction firms, service organizations, and individuals.
We are looking for a Tax Senior to join our team! This role is built for tax professionals who are ready to own preparation end-to-end, take on more complex work, and begin mentoring less experienced staff as a step toward Supervisor and Manager responsibilities.
Key Responsibilities
- Prepare complex federal and state tax returns for individuals, corporations, partnerships, trusts, and nonprofit organizations with limited supervision
- Perform first-level review of returns prepared by Associates, providing constructive feedback and helping develop technical skills
- Identify tax planning opportunities and surface them to managers and partners for client discussion
- Conduct tax research on moderate to complex issues and prepare clear written memos summarizing findings and recommendations
- Serve as a day-to-day client contact on assigned engagements, handling document requests, status updates, and routine technical questions
- Review accounting data and financial statements to identify issues that affect tax positions
- Help train and onboard Associates and interns, sharing knowledge of firm systems, workpaper standards, and quality expectations
- Stay current on federal and state legislative changes and apply updates to client work
- Support managers and partners on planning projects, special engagements, and process improvement initiatives
Qualifications
- Bachelor's degree in Accounting or a closely related field
- 3+ years of public accounting experience with substantive tax preparation work
- CPA license preferred
- Strong technical foundation across individual and business tax, with the ability to handle returns of moderate complexity independently
- Demonstrated ability to manage time across multiple concurrent engagements
- Solid client-facing communication skills and comfort interacting with clients directly
- Attention to detail, ownership mentality, and a track record of delivering quality work on deadline
Benefits
- A clear progression path toward Supervisor, Manager, and beyond, with leadership actively invested in your development
- CPA exam support for candidates still completing licensure
- Hybrid work schedule with a flexible offseason schedule
- Dress for Your Day policy
- Competitive PTO package plus holidays, with additional time off negotiable outside of busy season
- Health and dental insurance
- Employer 401(k) match
- Performance-based bonus opportunity
- A collaborative, family-friendly environment that values work-life balance without sacrificing professional standards
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
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