Senior Tax Accountant | CPA Not Required

Senior Tax Accountant / Experienced Tax Professional

Northwest Indianapolis, IN | Full-Time | On-Site

$80,000–$101,000 annually , based on relevant income-tax preparation experience, technical capability, credentials, and overall experience.

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

CPA licensure is not required. Experienced tax professionals, Enrolled Agents (EAs), and CPAs are encouraged to apply.

About the Role

J.R. Helms & Associates, P.C. is looking for an experienced tax professional who can independently prepare individual and business income tax returns and confidently manage multiple client engagements.

This is a hands-on, client-facing position for someone with meaningful U.S. income-tax preparation experience, particularly with individual and small-business returns.

You'll prepare federal and state income tax returns, work directly with clients, research tax issues, manage deadlines, and collaborate closely with other accounting professionals and firm leadership.

We care more about your demonstrated tax-preparation ability than the letters after your name. CPA licensure is not required.

What You'll Do

• Independently prepare federal and state individual and business income tax returns
• Prepare Forms 1040, 1065, 1120S, and other returns appropriate to your experience
• Manage multiple client tax engagements, priorities, and deadlines
• Review client financial and tax information for accuracy and completeness
• Identify missing information, inconsistencies, and potential tax issues
• Work with accounting records, trial balances, financial statements, and supporting schedules
• Research tax questions and client-specific issues
• Communicate directly with individuals and small-business owners
• Assist clients with tax-planning and related tax needs
• Maintain accurate workpapers and supporting documentation
• Collaborate with other accountants and firm leadership
• Assist with related accounting and advisory needs when appropriate

What We're Looking For

• Several years of professional U.S. income-tax preparation experience
• Strong hands-on preparation experience with Form 1040
• Meaningful hands-on preparation experience with Forms 1065 and/or 1120S
• Ability to independently prepare individual and business returns with limited supervision
• Experience working with multiple clients, entities, and competing deadlines
• Strong understanding of federal and state income taxation
• Ability to research tax issues and work through discrepancies independently
• Strong attention to detail and professional judgment
• Professional client communication skills
• Ability to take ownership of assignments through completion

Preferred, but not required:

• Public accounting or professional tax-firm experience
• Small-business tax experience
• Experience with both individual and business clients
• QuickBooks experience
• Enrolled Agent or CPA credential

CPA licensure is not required for this position.

Compensation

$80,000–$101,000 annually

Compensation will be based on demonstrated income-tax preparation experience, technical depth, independence, credentials, client-management capability, and overall professional experience.

Benefits

• Health & Wellness Stipend
• SIMPLE IRA with 3% company match
• Paid vacation, sick time, and holidays
• Paid continuing education and professional development
• CPA/EA professional development support
• Professional membership support
• Exposure to a wide variety of individual and small-business tax situations
• Opportunities for continued professional growth and responsibility

Why J.R. Helms & Associates?

At J.R. Helms & Associates, experienced tax professionals are not limited to one narrow piece of the tax process. You'll work directly with individuals and small-business owners, prepare a variety of returns, solve real client issues, and see how your work fits into the client's broader financial picture. As a growing local firm, we offer:

• Meaningful client relationships — Work directly with the individuals and business owners you are helping.
• Professional independence — Experienced team members are trusted to manage their work, clients, and deadlines.
• Variety in your work — Work across different clients, industries, entity types, and tax situations.
• Accessible leadership — Work closely with firm leadership without multiple layers of management.
• Visible impact — Your work and ideas directly contribute to the success of the firm and our clients. xhyhwjd
• Continued growth — Expand your technical expertise, client responsibilities, and professional role as the firm grows.

The Right Fit

This position may be a strong fit if you:

• Enjoy hands-on tax preparation rather than being limited to one narrow specialty
• Are comfortable independently working through individual and business tax returns
• Enjoy working directly with small-business owners and individual clients
• Take ownership of your work and deadlines
• Know how to research a tax question before immediately escalating it
• Value accuracy, accountability, professionalism, and client service
• Prefer a smaller professional firm where your contributions are visible and meaningful

If you're an experienced tax professional looking for an opportunity to take ownership of your work, build meaningful client relationships, and become an important part of a growing Indianapolis firm, we'd like to hear from you.