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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.

Vacancy posted 2 days ago
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