Tax Accountant

Collaborate closely with financial advisors, wealth management professionals, attorneys, and other specialists under one roof. Opportunity to help lead and grow an expanding tax department with significant long-term leadership potential.

Tax Accountant

Salary: $80,000 - $100,000

Why This Opportunity Stands Out:

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• Opportunity to help lead and grow an expanding tax department with significant long-term leadership potential.
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• Work in a year-round tax planning role instead of a seasonal tax environment.
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• Build meaningful, ongoing relationships with clients while serving as a trusted tax advisor.
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• Collaborate closely with financial advisors, wealth management professionals, attorneys, and other specialists under one roof.
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• Clear career advancement path with potential to grow into broader leadership within the tax function.
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• Enjoy a highly collaborative, team-oriented culture focused on growth and professional development.
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• Comprehensive benefits package including 100% employer-paid medical, dental, vision, and life insurance.
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• Receive a generous 401(k) match of up to 6%.
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• Strong work-life balance outside of peak tax season.
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• Additional perks include a stocked kitchen, paid parking, and bi-weekly housekeeping service.
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Key Responsibilities for the Tax Accountant / Tax Planner:

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• Prepare and file individual tax returns.
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• Manage an active tax-season client workload.
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• Provide year-round tax planning, projections, and strategic guidance.
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• Assist clients with estimated tax payments, notices, and tax-related matters.
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• Meet directly with clients to answer questions and provide recommendations.
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• Partner with financial advisors to identify tax-saving opportunities and planning strategies.
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Qualifications for the Tax Accountant / Tax Planner:

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• Prior individual tax preparation experience required.
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• Experience with tax planning and client-facing tax consulting.
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• Strong knowledge of federal and Indiana tax regulations.
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• CPA or EA designation preferred but not required.
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